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 | $22,421 | $209,832-89.3% | $189,513-88.2% | $167,490-86.6% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 19.12% | 748.27%-729.2pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $914 | $6,914-86.8% | $6,162-85.2% | $4,837-81.1% |
| Participant deferral / active EE | $3,250 | $8,935-63.6% | $8,221-60.5% | $6,341-48.7% |
| Admin fee / account holder | $624 | $14,293-95.6% | $12,045-94.8% | $12,309-94.9% |