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 | $24,904 | $168,632-85.2% | $147,614-83.1% | $125,391-80.1% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -0.13% | 77.65%-77.8pp | 61.98%-62.1pp | 282.22%-282.4pp |
| Employer contribution / active EE | $1,007 | $6,252-83.9% | $5,564-81.9% | $4,866-79.3% |
| Participant deferral / active EE | $54 | $5,507-99.0% | $4,895-98.9% | $5,352-99.0% |
| Admin fee / account holder | $709 | $13,580-94.8% | $11,611-93.9% | $9,540-92.6% |