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 | $2,584 | $148,534-98.3% | $135,903-98.1% | $139,434-98.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.62% | 79.19%-50.6pp | 68.23%-39.6pp | 372.94%-344.3pp |
| Employer contribution / active EE | $592 | $5,243-88.7% | $4,856-87.8% | $4,751-87.5% |
| Participant deferral / active EE | $1,719 | $8,100-78.8% | $7,758-77.8% | $6,710-74.4% |
| Admin fee / account holder | $439 | $12,400-96.5% | $10,762-95.9% | $11,403-96.1% |