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 | $14,899 | $160,055-90.7% | $140,016-89.4% | $135,375-89.0% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.5%-11.0pp | 82.6%-6.2pp |
| Annual return | -5.43% | 911.38%-916.8pp | 651.12%-656.5pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,380 | $7,642-81.9% | $6,927-80.1% | $5,609-75.4% |
| Admin fee / account holder | $326 | $13,328-97.6% | $10,705-97.0% | $10,827-97.0% |