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 | $22,038 | $444,907-95.0% | $304,612-92.8% | $382,429-94.2% |
| Participation rate | 72.7% | 89.6%-16.9pp | 81.9%-9.2pp | 87.7%-15.0pp |
| Annual return | 15.33% | 345.83%-330.5pp | 329.91%-314.6pp | 248.85%-233.5pp |
| Employer contribution / active EE | $1,841 | $10,568-82.6% | $7,476-75.4% | $8,036-77.1% |
| Participant deferral / active EE | $2,589 | $7,127-63.7% | $5,388-52.0% | $5,727-54.8% |
| Admin fee / account holder | $1,293 | $16,329-92.1% | $12,962-90.0% | $30,732-95.8% |