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 6-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 | $3,514 | $110,257-96.8% | $96,544-96.4% | $139,434-97.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 76.0%+18.2pp | 80.3%+13.8pp |
| Annual return | 14.17% | 26.32%-12.1pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $397 | $3,620-89.0% | $2,965-86.6% | $4,751-91.6% |
| Participant deferral / active EE | $1,211 | $5,548-78.2% | $4,851-75.0% | $6,710-81.9% |
| Admin fee / account holder | $917 | $11,591-92.1% | $8,252-88.9% | $11,403-92.0% |