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 | $92,798-96.9% | $96,707-97.1% | $137,256-97.9% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 22.92% | 31.24%-8.3pp | 34.78%-11.9pp | 220.34%-197.4pp |
| Employer contribution / active EE | $288 | $4,147-93.1% | $4,191-93.1% | $4,156-93.1% |
| Participant deferral / active EE | $922 | $5,877-84.3% | $5,997-84.6% | $6,407-85.6% |
| Admin fee / account holder | $715 | $7,946-91.0% | $7,503-90.5% | $12,270-94.2% |