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 | $4,228 | $114,381-96.3% | $107,525-96.1% | $142,382-97.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 18.79% | 242.71%-223.9pp | 181.32%-162.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $305 | $4,015-92.4% | $3,754-91.9% | $4,299-92.9% |
| Participant deferral / active EE | $1,301 | $5,564-76.6% | $5,116-74.6% | $6,507-80.0% |
| Admin fee / account holder | $842 | $9,860-91.5% | $8,919-90.6% | $12,624-93.3% |