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 | $17,371 | $180,449-90.4% | $154,107-88.7% | $135,375-87.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.44% | 888.09%-892.5pp | 735.12%-739.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $705 | $6,035-88.3% | $5,298-86.7% | $4,779-85.2% |
| Participant deferral / active EE | $1,740 | $5,806-70.0% | $5,081-65.7% | $5,609-69.0% |
| Admin fee / account holder | $3,526 | $16,143-78.2% | $13,411-73.7% | $10,827-67.4% |