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 5-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 | $4,102 | $84,487-95.1% | $125,339-96.7% | $66,914-93.9% |
| Participation rate | 80.8% | 76.4%+4.4pp | 82.4%-1.6pp | 69.8%+11.0pp |
| Annual return | 18.67% | -8.39%+27.1pp | 572.05%-553.4pp | 1.58%+17.1pp |
| Employer contribution / active EE | $389 | $3,553-89.0% | $4,814-91.9% | $2,544-84.7% |
| Participant deferral / active EE | $1,852 | $6,781-72.7% | $7,446-75.1% | $4,237-56.3% |
| Admin fee / account holder | $427 | $685-37.7% | $10,010-95.7% | $593-28.0% |