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 9-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 | $520 | $75,828-99.3% | $147,614-99.6% | $59,632-99.1% |
| Participation rate | 81.6% | 71.6%+10.0pp | 84.6%-3.0pp | 68.7%+12.9pp |
| Annual return | 253.09% | 0.37%+252.7pp | 61.98%+191.1pp | 2041.28%-1788.2pp |
| Employer contribution / active EE | $202 | $3,485-94.2% | $5,564-96.4% | $2,203-90.8% |
| Participant deferral / active EE | $484 | $3,130-84.5% | $4,895-90.1% | $3,192-84.8% |
| Admin fee / account holder | $657 | $5,985-89.0% | $11,611-94.3% | $4,297-84.7% |