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 8-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 | $7,138 | $109,413-93.5% | $156,263-95.4% | $84,808-91.6% |
| Participation rate | 83.9% | 72.7%+11.2pp | 78.9%+5.0pp | 68.3%+15.6pp |
| Annual return | 16.40% | 20.18%-3.8pp | 59.47%-43.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $488 | $2,907-83.2% | $4,333-88.7% | $2,631-81.4% |
| Participant deferral / active EE | $1,626 | $4,590-64.6% | $6,158-73.6% | $4,212-61.4% |
| Admin fee / account holder | $353 | $9,357-96.2% | $14,255-97.5% | $7,344-95.2% |