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 | $4,291 | $106,749-96.0% | $145,433-97.0% | $82,448-94.8% |
| Participation rate | 91.4% | 75.6%+15.8pp | 82.1%+9.3pp | 68.1%+23.4pp |
| Annual return | 22.00% | 27.59%-5.6pp | 66.58%-44.6pp | 41.64%-19.6pp |
| Employer contribution / active EE | $579 | $3,444-83.2% | $4,554-87.3% | $2,551-77.3% |
| Participant deferral / active EE | $1,432 | $6,519-78.0% | $7,897-81.9% | $4,139-65.4% |
| Admin fee / account holder | $859 | $8,390-89.8% | $13,129-93.5% | $7,234-88.1% |