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 3-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 | $7,497 | $177,572-95.8% | $154,803-95.2% | $142,382-94.7% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 25.53% | 65.07%-39.5pp | 58.88%-33.4pp | 217.08%-191.5pp |
| Employer contribution / active EE | $292 | $4,810-93.9% | $4,305-93.2% | $4,299-93.2% |
| Participant deferral / active EE | $1,523 | $6,272-75.7% | $5,540-72.5% | $6,507-76.6% |
| Admin fee / account holder | $492 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |