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 | $8,239 | $94,031-91.2% | $115,768-92.9% | $82,448-90.0% |
| Participation rate | 82.1% | 70.4%+11.7pp | 74.4%+7.7pp | 68.1%+14.1pp |
| Annual return | 18.54% | 20.61%-2.1pp | 100.46%-81.9pp | 41.64%-23.1pp |
| Employer contribution / active EE | $363 | $2,323-84.4% | $2,940-87.7% | $2,551-85.8% |
| Participant deferral / active EE | $1,230 | $3,972-69.0% | $4,917-75.0% | $4,139-70.3% |
| Admin fee / account holder | $645 | $10,249-93.7% | $12,439-94.8% | $7,234-91.1% |