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 3-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 | $2,846 | $94,338-97.0% | $100,534-97.2% | $142,382-98.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 22.92% | 29.20%-6.3pp | 32.66%-9.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $288 | $4,237-93.2% | $4,346-93.4% | $4,299-93.3% |
| Participant deferral / active EE | $922 | $5,934-84.5% | $6,144-85.0% | $6,507-85.8% |
| Admin fee / account holder | $715 | $8,421-91.5% | $7,654-90.7% | $12,624-94.3% |