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 | $24,609 | $180,449-86.4% | $154,107-84.0% | $135,375-81.8% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -0.54% | 888.09%-888.6pp | 735.12%-735.7pp | 519.73%-520.3pp |
| Employer contribution / active EE | $813 | $6,035-86.5% | $5,298-84.6% | $4,779-83.0% |
| Participant deferral / active EE | $1,441 | $5,806-75.2% | $5,081-71.6% | $5,609-74.3% |
| Admin fee / account holder | $2,363 | $16,143-85.4% | $13,411-82.4% | $10,827-78.2% |