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 | $22,765 | $209,336-89.1% | $197,124-88.5% | $137,256-83.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.27% | 48.09%-27.8pp | 44.34%-24.1pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,287 | $6,591-80.5% | $6,227-79.3% | $4,156-69.0% |
| Participant deferral / active EE | $570 | $9,614-94.1% | $9,135-93.8% | $6,407-91.1% |
| Admin fee / account holder | $2,606 | $17,308-84.9% | $16,298-84.0% | $12,270-78.8% |