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 | $1,826 | $88,360-97.9% | $145,433-98.7% | $67,986-97.3% |
| Participation rate | 71.5% | 65.5%+6.1pp | 82.1%-10.6pp | 57.2%+14.3pp |
| Annual return | 22.99% | 63.15%-40.2pp | 66.58%-43.6pp | 31.67%-8.7pp |
| Employer contribution / active EE | $288 | $3,054-90.6% | $4,554-93.7% | $2,019-85.7% |
| Participant deferral / active EE | $632 | $5,932-89.3% | $7,897-92.0% | $3,358-81.2% |
| Admin fee / account holder | $442 | $3,313-86.7% | $13,129-96.6% | $3,203-86.2% |