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 4-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 | $2,862 | $108,825-97.4% | $156,181-98.2% | $82,448-96.5% |
| Participation rate | 73.4% | 72.4%+1.1pp | 78.8%-5.4pp | 68.1%+5.4pp |
| Annual return | 19.46% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.2pp |
| Employer contribution / active EE | $719 | $2,870-75.0% | $4,294-83.3% | $2,551-71.8% |
| Participant deferral / active EE | $1,090 | $4,577-76.2% | $6,132-82.2% | $4,139-73.7% |
| Admin fee / account holder | $490 | $9,341-94.8% | $14,586-96.6% | $7,234-93.2% |