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 | $32,873 | $426,113-92.3% | $289,028-88.6% | $357,791-90.8% |
| Participation rate | 75.0% | 86.2%-11.2pp | 78.0%-3.0pp | 85.6%-10.6pp |
| Annual return | 15.92% | 260.96%-245.0pp | 243.94%-228.0pp | 396.79%-380.9pp |
| Employer contribution / active EE | $5,000 | $8,831-43.4% | $6,326-21.0% | $7,508-33.4% |
| Participant deferral / active EE | $1,144 | $6,238-81.7% | $4,804-76.2% | $5,521-79.3% |
| Admin fee / account holder | $312 | $18,206-98.3% | $14,050-97.8% | $28,387-98.9% |