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 | $15,486 | $171,865-91.0% | $149,718-89.7% | $147,584-89.5% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 19.98% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,449 | $7,271-66.3% | $6,569-62.7% | $5,439-55.0% |
| Admin fee / account holder | $376 | $13,799-97.3% | $11,283-96.7% | $10,885-96.5% |