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 | $3,912 | $88,672-95.6% | $105,223-96.3% | $82,448-95.3% |
| Participation rate | 93.3% | 67.9%+25.4pp | 75.0%+18.3pp | 68.1%+25.3pp |
| Annual return | 16.05% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $317 | $3,048-89.6% | $3,689-91.4% | $2,551-87.6% |
| Participant deferral / active EE | $1,502 | $4,036-62.8% | $5,072-70.4% | $4,139-63.7% |
| Admin fee / account holder | $1,596 | $7,146-77.7% | $8,859-82.0% | $7,234-77.9% |