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 | $2,000 | $56,053-96.4% | $75,972-97.4% | $80,856-97.5% |
| Participation rate | 76.4% | 62.0%+14.4pp | 69.1%+7.3pp | 67.6%+8.8pp |
| Annual return | 21.27% | 20.53%+0.7pp | 359.55%-338.3pp | 35.59%-14.3pp |
| Employer contribution / active EE | $363 | $1,874-80.7% | $2,685-86.5% | $2,755-86.8% |
| Participant deferral / active EE | $817 | $3,052-73.2% | $4,255-80.8% | $4,296-81.0% |
| Admin fee / account holder | $641 | $5,234-87.8% | $6,467-90.1% | $6,918-90.7% |