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 | $7,682 | $109,881-93.0% | $150,045-94.9% | $84,808-90.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 14.37% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $713 | $3,561-80.0% | $4,693-84.8% | $2,631-72.9% |
| Participant deferral / active EE | $957 | $6,636-85.6% | $7,997-88.0% | $4,212-77.3% |
| Admin fee / account holder | $1,168 | $8,568-86.4% | $13,435-91.3% | $7,344-84.1% |