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 4-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 | $2,620 | $95,803-97.3% | $113,168-97.7% | $84,808-96.9% |
| Participation rate | 86.8% | 72.9%+14.0pp | 76.6%+10.3pp | 68.3%+18.5pp |
| Annual return | 16.05% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,567 | $4,242-63.1% | $5,107-69.3% | $4,212-62.8% |
| Admin fee / account holder | $823 | $8,989-90.8% | $12,068-93.2% | $7,344-88.8% |