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 | $18,487 | $102,317-81.9% | $146,958-87.4% | $80,856-77.1% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 13.21% | 134.76%-121.6pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $292 | $3,713-92.1% | $4,933-94.1% | $2,755-89.4% |
| Participant deferral / active EE | $2,048 | $6,644-69.2% | $8,070-74.6% | $4,296-52.3% |
| Admin fee / account holder | $623 | $7,941-92.2% | $12,998-95.2% | $6,918-91.0% |