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 4-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 | $3,245 | $64,839-95.0% | $95,585-96.6% | $84,808-96.2% |
| Participation rate | 72.5% | 63.8%+8.7pp | 72.1%+0.4pp | 68.3%+4.2pp |
| Annual return | 13.91% | -670.96%+684.9pp | 38.56%-24.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $241 | $1,759-86.3% | $2,527-90.5% | $2,631-90.8% |
| Participant deferral / active EE | $543 | $2,965-81.7% | $4,023-86.5% | $4,212-87.1% |
| Admin fee / account holder | $644 | $5,964-89.2% | $6,127-89.5% | $7,344-91.2% |