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 8-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 | $3,203 | $51,175-93.7% | $70,515-95.5% | $75,163-95.7% |
| Participation rate | 85.3% | 60.9%+24.4pp | 68.3%+16.9pp | 67.2%+18.1pp |
| Annual return | 13.83% | 30.02%-16.2pp | 32.77%-18.9pp | 160.62%-146.8pp |
| Employer contribution / active EE | $348 | $1,826-80.9% | $2,973-88.3% | $2,670-86.9% |
| Participant deferral / active EE | $763 | $2,849-73.2% | $4,567-83.3% | $4,125-81.5% |
| Admin fee / account holder | $585 | $4,091-85.7% | $6,412-90.9% | $5,651-89.7% |