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 | $1,195 | $51,736-97.7% | $120,225-99.0% | $67,986-98.2% |
| Participation rate | 71.9% | 46.1%+25.8pp | 69.6%+2.3pp | 57.2%+14.7pp |
| Annual return | 24.03% | 31.98%-7.9pp | 439.23%-415.2pp | 31.67%-7.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $502 | $2,206-77.2% | $3,999-87.4% | $3,358-85.1% |
| Admin fee / account holder | $331 | $4,159-92.0% | $5,696-94.2% | $3,203-89.7% |