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 10-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 | $14,402 | $152,587-90.6% | $125,175-88.5% | $152,861-90.6% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 18.28% | 54.84%-36.6pp | 43.79%-25.5pp | 345.32%-327.0pp |
| Employer contribution / active EE | $938 | $4,946-81.0% | $3,865-75.7% | $4,762-80.3% |
| Participant deferral / active EE | $1,141 | $5,868-80.6% | $4,937-76.9% | $5,850-80.5% |
| Admin fee / account holder | $499 | $13,434-96.3% | $9,702-94.9% | $11,596-95.7% |