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 | $30,096 | $209,832-85.7% | $189,513-84.1% | $167,490-82.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.58% | 748.27%-732.7pp | 555.15%-539.6pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,244 | $6,914-82.0% | $6,162-79.8% | $4,837-74.3% |
| Participant deferral / active EE | $727 | $8,935-91.9% | $8,221-91.2% | $6,341-88.5% |
| Admin fee / account holder | $730 | $14,293-94.9% | $12,045-93.9% | $12,309-94.1% |