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 | $10,157 | $106,749-90.5% | $145,433-93.0% | $82,448-87.7% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 18.65% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $212 | $3,444-93.8% | $4,554-95.3% | $2,551-91.7% |
| Participant deferral / active EE | $2,199 | $6,519-66.3% | $7,897-72.2% | $4,139-46.9% |
| Admin fee / account holder | $1,525 | $8,390-81.8% | $13,129-88.4% | $7,234-78.9% |