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 | $26,415 | $198,466-86.7% | $170,442-84.5% | $147,584-82.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.41% | 257.29%-243.9pp | 205.93%-192.5pp | 578.55%-565.1pp |
| Employer contribution / active EE | $790 | $6,184-87.2% | $5,433-85.5% | $4,876-83.8% |
| Participant deferral / active EE | $1,710 | $5,629-69.6% | $4,939-65.4% | $5,439-68.6% |
| Admin fee / account holder | $2,623 | $16,852-84.4% | $13,880-81.1% | $10,885-75.9% |