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 6-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 | $3,218 | $106,749-97.0% | $145,433-97.8% | $82,448-96.1% |
| Participation rate | 81.6% | 75.6%+5.9pp | 82.1%-0.5pp | 68.1%+13.5pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,440 | $6,519-77.9% | $7,897-81.8% | $4,139-65.2% |
| Admin fee / account holder | $338 | $8,390-96.0% | $13,129-97.4% | $7,234-95.3% |