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 5-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 | $4,310 | $65,561-93.4% | $86,188-95.0% | $75,163-94.3% |
| Participation rate | 70.6% | 60.5%+10.1pp | 69.0%+1.6pp | 67.2%+3.4pp |
| Annual return | 244.82% | 46.05%+198.8pp | 1168.45%-923.6pp | 160.62%+84.2pp |
| Employer contribution / active EE | $290 | $1,553-81.3% | $2,380-87.8% | $2,670-89.1% |
| Participant deferral / active EE | $633 | $3,024-79.1% | $3,985-84.1% | $4,125-84.7% |
| Admin fee / account holder | $388 | $5,474-92.9% | $6,852-94.3% | $5,651-93.1% |