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 | $2,007 | $93,170-97.8% | $100,534-98.0% | $84,808-97.6% |
| Participation rate | 88.0% | 75.8%+12.1pp | 80.6%+7.3pp | 68.3%+19.6pp |
| Annual return | 52.35% | 47.13%+5.2pp | 32.66%+19.7pp | 40.90%+11.5pp |
| Employer contribution / active EE | $574 | $3,985-85.6% | $4,346-86.8% | $2,631-78.2% |
| Participant deferral / active EE | $1,037 | $5,699-81.8% | $6,144-83.1% | $4,212-75.4% |
| Admin fee / account holder | $302 | $7,382-95.9% | $7,654-96.0% | $7,344-95.9% |