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 | $2,020 | $60,892-96.7% | $82,389-97.5% | $84,808-97.6% |
| Participation rate | 84.0% | 63.3%+20.7pp | 69.5%+14.4pp | 68.3%+15.6pp |
| Annual return | 21.84% | 37.29%-15.5pp | 28.67%-6.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $301 | $1,779-83.1% | $2,517-88.0% | $2,631-88.6% |
| Participant deferral / active EE | $817 | $3,179-74.3% | $4,155-80.3% | $4,212-80.6% |
| Admin fee / account holder | $382 | $5,467-93.0% | $7,231-94.7% | $7,344-94.8% |