See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,202 | $214,378-94.8% | $200,582-94.4% | $142,382-92.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 23.83% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.2pp |
| Employer contribution / active EE | $962 | $6,841-85.9% | $6,419-85.0% | $4,299-77.6% |
| Participant deferral / active EE | $1,867 | $9,865-81.1% | $9,331-80.0% | $6,507-71.3% |
| Admin fee / account holder | $1,042 | $17,692-94.1% | $16,305-93.6% | $12,624-91.7% |