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 | $108,825-93.4% | $156,181-95.4% | $82,448-91.3% |
| Participation rate | 83.9% | 72.4%+11.6pp | 78.8%+5.1pp | 68.1%+15.9pp |
| Annual return | 16.40% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $488 | $2,870-83.0% | $4,294-88.6% | $2,551-80.9% |
| Participant deferral / active EE | $1,626 | $4,577-64.5% | $6,132-73.5% | $4,139-60.7% |
| Admin fee / account holder | $353 | $9,341-96.2% | $14,586-97.6% | $7,234-95.1% |