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 | $7,738 | $95,803-91.9% | $113,168-93.2% | $84,808-90.9% |
| Participation rate | 74.3% | 72.9%+1.4pp | 76.6%-2.3pp | 68.3%+6.0pp |
| Annual return | 17.25% | 25.00%-7.8pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $690 | $2,360-70.7% | $2,975-76.8% | $2,631-73.8% |
| Participant deferral / active EE | $1,231 | $4,242-71.0% | $5,107-75.9% | $4,212-70.8% |
| Admin fee / account holder | $1,184 | $8,989-86.8% | $12,068-90.2% | $7,344-83.9% |