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 7-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 | $21,721 | $82,882-73.8% | $127,761-83.0% | $72,985-70.2% |
| Participation rate | 95.2% | 71.5%+23.7pp | 79.0%+16.2pp | 69.5%+25.8pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $687 | $3,346-79.5% | $4,574-85.0% | $2,440-71.8% |
| Participant deferral / active EE | $1,092 | $4,791-77.2% | $6,021-81.9% | $3,607-69.7% |
| Admin fee / account holder | $2,030 | $6,487-68.7% | $9,395-78.4% | $5,124-60.4% |