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 7-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 | $13,058 | $118,450-89.0% | $98,439-86.7% | $139,434-90.6% |
| Participation rate | 78.6% | 77.4%+1.1pp | 75.2%+3.4pp | 80.3%-1.7pp |
| Annual return | 15.72% | 18.94%-3.2pp | 21.16%-5.4pp | 372.94%-357.2pp |
| Employer contribution / active EE | $712 | $3,609-80.3% | $3,048-76.6% | $4,751-85.0% |
| Participant deferral / active EE | $1,374 | $5,392-74.5% | $4,738-71.0% | $6,710-79.5% |
| Admin fee / account holder | $639 | $14,026-95.4% | $8,948-92.9% | $11,403-94.4% |