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 5-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 | $7,428 | $109,881-93.2% | $150,045-95.0% | $84,808-91.2% |
| Participation rate | 89.2% | 76.1%+13.1pp | 82.3%+6.9pp | 68.3%+20.9pp |
| Annual return | 21.76% | 28.25%-6.5pp | 62.55%-40.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $180 | $3,561-94.9% | $4,693-96.2% | $2,631-93.1% |
| Participant deferral / active EE | $1,651 | $6,636-75.1% | $7,997-79.4% | $4,212-60.8% |
| Admin fee / account holder | $1,400 | $8,568-83.7% | $13,435-89.6% | $7,344-80.9% |