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 | $30,244 | $171,865-82.4% | $149,718-79.8% | $147,584-79.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 19.55% | 2113.22%-2093.7pp | 1501.63%-1482.1pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,091 | $6,275-82.6% | $5,445-80.0% | $4,876-77.6% |
| Participant deferral / active EE | $2,508 | $7,271-65.5% | $6,569-61.8% | $5,439-53.9% |
| Admin fee / account holder | $344 | $13,799-97.5% | $11,283-97.0% | $10,885-96.8% |