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 | $16,733 | $135,952-87.7% | $123,892-86.5% | $273,961-93.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1057.80% | 56.63%+1001.2pp | 47.52%+1010.3pp | 41.45%+1016.3pp |
| Employer contribution / active EE | $546 | $5,170-89.4% | $4,617-88.2% | $4,869-88.8% |
| Participant deferral / active EE | $949 | $6,343-85.0% | $5,984-84.1% | $5,287-82.0% |
| Admin fee / account holder | $1,496 | $9,817-84.8% | $8,357-82.1% | $10,132-85.2% |