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 5-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 | $6,123 | $148,534-95.9% | $135,903-95.5% | $139,434-95.6% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 20.59% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $766 | $5,243-85.4% | $4,856-84.2% | $4,751-83.9% |
| Participant deferral / active EE | $2,403 | $8,100-70.3% | $7,758-69.0% | $6,710-64.2% |
| Admin fee / account holder | $1,055 | $12,400-91.5% | $10,762-90.2% | $11,403-90.8% |