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 | $2,416 | $72,492-96.7% | $87,100-97.2% | $72,985-96.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 28.28% | 24.46%+3.8pp | 28.19%+0.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $307 | $1,894-83.8% | $2,521-87.8% | $2,440-87.4% |
| Participant deferral / active EE | $1,261 | $3,270-61.4% | $4,049-68.9% | $3,607-65.0% |
| Admin fee / account holder | $335 | $5,055-93.4% | $7,497-95.5% | $5,124-93.5% |