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 | $2,621 | $60,892-95.7% | $82,389-96.8% | $84,808-96.9% |
| Participation rate | 71.2% | 63.3%+7.9pp | 69.5%+1.6pp | 68.3%+2.8pp |
| Annual return | 19.75% | 37.29%-17.5pp | 28.67%-8.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $171 | $1,779-90.4% | $2,517-93.2% | $2,631-93.5% |
| Participant deferral / active EE | $1,007 | $3,179-68.3% | $4,155-75.8% | $4,212-76.1% |
| Admin fee / account holder | $826 | $5,467-84.9% | $7,231-88.6% | $7,344-88.8% |