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 6-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 | $3,402 | $110,257-96.9% | $96,544-96.5% | $139,434-97.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 23.54% | 26.32%-2.8pp | 25.84%-2.3pp | 372.94%-349.4pp |
| Employer contribution / active EE | $452 | $3,620-87.5% | $2,965-84.8% | $4,751-90.5% |
| Participant deferral / active EE | $1,332 | $5,548-76.0% | $4,851-72.5% | $6,710-80.1% |
| Admin fee / account holder | $401 | $11,591-96.5% | $8,252-95.1% | $11,403-96.5% |