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 | $9,920 | $56,199-82.3% | $67,652-85.3% | $59,632-83.4% |
| Participation rate | 71.4% | 71.5%0pp | 75.7%-4.2pp | 68.7%+2.8pp |
| Annual return | 0.49% | 18505.31%-18504.8pp | 6625.04%-6624.6pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $250 | $1,614-84.5% | $2,266-89.0% | $2,203-88.6% |
| Participant deferral / active EE | $980 | $2,844-65.6% | $3,560-72.5% | $3,192-69.3% |
| Admin fee / account holder | $495 | $3,958-87.5% | $4,821-89.7% | $4,297-88.5% |