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 | $11,394 | $217,402-94.8% | $185,823-93.9% | $167,490-93.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 9.50% | 148.36%-138.9pp | 122.05%-112.6pp | 478.56%-469.1pp |
| Employer contribution / active EE | $474 | $5,873-91.9% | $5,167-90.8% | $4,837-90.2% |
| Participant deferral / active EE | $1,355 | $6,356-78.7% | $5,568-75.7% | $6,341-78.6% |
| Admin fee / account holder | $787 | $19,811-96.0% | $16,237-95.2% | $12,309-93.6% |