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 | $4,913 | $106,749-95.4% | $145,433-96.6% | $82,448-94.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 26.36% | 27.59%-1.2pp | 66.58%-40.2pp | 41.64%-15.3pp |
| Employer contribution / active EE | $511 | $3,444-85.2% | $4,554-88.8% | $2,551-80.0% |
| Participant deferral / active EE | $1,304 | $6,519-80.0% | $7,897-83.5% | $4,139-68.5% |
| Admin fee / account holder | $359 | $8,390-95.7% | $13,129-97.3% | $7,234-95.0% |