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 3-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 | $5,229 | $138,347-96.2% | $184,203-97.2% | $80,856-93.5% |
| Participation rate | 84.9% | 83.9%+1.1pp | 86.8%-1.9pp | 67.6%+17.3pp |
| Annual return | 21.27% | 20.02%+1.3pp | 28.81%-7.5pp | 35.59%-14.3pp |
| Employer contribution / active EE | $1 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,163 | $7,071-83.5% | $9,131-87.3% | $4,296-72.9% |
| Admin fee / account holder | $769 | $10,483-92.7% | $13,901-94.5% | $6,918-88.9% |