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 | $5,088 | $125,758-96.0% | $169,993-97.0% | $75,163-93.2% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.0%-17.0pp | 67.2%+2.8pp |
| Annual return | 21.09% | 27.20%-6.1pp | 53.37%-32.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $546 | $4,615-88.2% | $6,785-92.0% | $2,670-79.6% |
| Participant deferral / active EE | $658 | $6,837-90.4% | $10,408-93.7% | $4,125-84.0% |
| Admin fee / account holder | $739 | $8,173-91.0% | $12,815-94.2% | $5,651-86.9% |