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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,877 | $159,934-95.7% | $147,005-95.3% | $145,959-95.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 8.04% | 98.24%-90.2pp | 418.76%-410.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $237 | $5,287-95.5% | $4,934-95.2% | $4,661-94.9% |
| Participant deferral / active EE | $428 | $8,427-94.9% | $8,070-94.7% | $6,689-93.6% |
| Admin fee / account holder | $1,612 | $15,053-89.3% | $13,006-87.6% | $13,398-88.0% |