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 | $5,037 | $125,758-96.0% | $169,993-97.0% | $75,163-93.3% |
| Participation rate | 77.1% | 83.6%-6.4pp | 87.0%-9.9pp | 67.2%+10.0pp |
| Annual return | 21.68% | 27.20%-5.5pp | 53.37%-31.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $818 | $4,615-82.3% | $6,785-87.9% | $2,670-69.4% |
| Participant deferral / active EE | $1,549 | $6,837-77.4% | $10,408-85.1% | $4,125-62.5% |
| Admin fee / account holder | $332 | $8,173-95.9% | $12,815-97.4% | $5,651-94.1% |