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 | $3,885 | $214,378-98.2% | $200,582-98.1% | $142,382-97.3% |
| Participation rate | 92.9% | 87.4%+5.4pp | 86.9%+6.0pp | 80.1%+12.7pp |
| Annual return | 16.43% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $570 | $6,841-91.7% | $6,419-91.1% | $4,299-86.8% |
| Participant deferral / active EE | $957 | $9,865-90.3% | $9,331-89.7% | $6,507-85.3% |
| Admin fee / account holder | $690 | $17,692-96.1% | $16,305-95.8% | $12,624-94.5% |