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 | $11,537 | $68,719-83.2% | $91,541-87.4% | $84,808-86.4% |
| Participation rate | 82.7% | 64.5%+18.2pp | 69.8%+12.9pp | 68.3%+14.4pp |
| Annual return | 14.59% | 19.12%-4.5pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $927 | $3,136-70.4% | $4,008-76.9% | $4,212-78.0% |
| Admin fee / account holder | $483 | $5,786-91.7% | $6,956-93.1% | $7,344-93.4% |