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 4-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 | $7,950 | $89,698-91.1% | $103,476-92.3% | $80,856-90.2% |
| Participation rate | 79.7% | 76.0%+3.8pp | 80.5%-0.8pp | 67.6%+12.1pp |
| Annual return | 30.00% | 22.78%+7.2pp | 23.90%+6.1pp | 35.59%-5.6pp |
| Employer contribution / active EE | $737 | $4,018-81.7% | $4,672-84.2% | $2,755-73.2% |
| Participant deferral / active EE | $1,608 | $5,456-70.5% | $6,623-75.7% | $4,296-62.6% |
| Admin fee / account holder | $715 | $6,768-89.4% | $9,413-92.4% | $6,918-89.7% |