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 | $6,068 | $74,927-91.9% | $101,794-94.0% | $84,808-92.8% |
| Participation rate | 91.1% | 61.4%+29.7pp | 69.2%+21.9pp | 68.3%+22.8pp |
| Annual return | 0.00% | 18.70%-18.7pp | 30.53%-30.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $218 | $1,522-85.7% | $2,289-90.5% | $2,631-91.7% |
| Participant deferral / active EE | $522 | $3,099-83.2% | $4,084-87.2% | $4,212-87.6% |
| Admin fee / account holder | $588 | $6,514-91.0% | $8,777-93.3% | $7,344-92.0% |