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 | $66,864 | $444,907-85.0% | $304,612-78.0% | $382,429-82.5% |
| Participation rate | 100.0% | 89.6%+10.4pp | 81.9%+18.1pp | 87.7%+12.3pp |
| Annual return | 15.82% | 345.83%-330.0pp | 329.91%-314.1pp | 248.85%-233.0pp |
| Employer contribution / active EE | $3,658 | $10,568-65.4% | $7,476-51.1% | $8,036-54.5% |
| Participant deferral / active EE | $6,349 | $7,127-10.9% | $5,388+17.8% | $5,727+10.8% |
| Admin fee / account holder | $8,197 | $16,329-49.8% | $12,962-36.8% | $30,732-73.3% |