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 | $24,744 | $202,318-87.8% | $172,739-85.7% | $152,861-83.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.98% | 1029.65%-1002.7pp | 802.84%-775.9pp | 345.32%-318.3pp |
| Employer contribution / active EE | $487 | $5,856-91.7% | $5,143-90.5% | $4,762-89.8% |
| Participant deferral / active EE | $1,610 | $5,948-72.9% | $5,198-69.0% | $5,850-72.5% |
| Admin fee / account holder | $1,356 | $17,109-92.1% | $13,954-90.3% | $11,596-88.3% |