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 | $4,729 | $138,347-96.6% | $184,203-97.4% | $80,856-94.2% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 12.74% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,091 | $4,850-77.5% | $6,427-83.0% | $2,755-60.4% |
| Participant deferral / active EE | $1,363 | $7,071-80.7% | $9,131-85.1% | $4,296-68.3% |
| Admin fee / account holder | $873 | $10,483-91.7% | $13,901-93.7% | $6,918-87.4% |