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 | $23,312 | $755,339-96.9% | $379,746-93.9% | $158,922-85.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 9.38% | 53.41%-44.0pp | 34.90%-25.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $443 | $4,685-90.5% | $3,540-87.5% | $4,761-90.7% |
| Participant deferral / active EE | $1,674 | $7,938-78.9% | $6,024-72.2% | $5,982-72.0% |
| Admin fee / account holder | $711 | $14,482-95.1% | $7,927-91.0% | $11,246-93.7% |