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 | $26,539 | $180,449-85.3% | $154,107-82.8% | $135,375-80.4% |
| Participation rate | 72.7% | 87.4%-14.7pp | 83.0%-10.3pp | 82.6%-9.9pp |
| Annual return | -5.51% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,241 | $6,035-79.4% | $5,298-76.6% | $4,779-74.0% |
| Participant deferral / active EE | $1,452 | $5,806-75.0% | $5,081-71.4% | $5,609-74.1% |
| Admin fee / account holder | $2,930 | $16,143-81.8% | $13,411-78.2% | $10,827-72.9% |