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 | $7,653 | $106,749-92.8% | $145,433-94.7% | $82,448-90.7% |
| Participation rate | 73.0% | 75.6%-2.7pp | 82.1%-9.1pp | 68.1%+4.9pp |
| Annual return | 22.21% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $593 | $3,444-82.8% | $4,554-87.0% | $2,551-76.8% |
| Participant deferral / active EE | $1,187 | $6,519-81.8% | $7,897-85.0% | $4,139-71.3% |
| Admin fee / account holder | $2,225 | $8,390-73.5% | $13,129-83.0% | $7,234-69.2% |