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 7-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 | $10,210 | $109,881-90.7% | $150,045-93.2% | $84,808-88.0% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 18.91% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $179 | $3,561-95.0% | $4,693-96.2% | $2,631-93.2% |
| Participant deferral / active EE | $1,735 | $6,636-73.9% | $7,997-78.3% | $4,212-58.8% |
| Admin fee / account holder | $544 | $8,568-93.6% | $13,435-95.9% | $7,344-92.6% |