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 | $9,173 | $202,318-95.5% | $172,739-94.7% | $152,861-94.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 16.20% | 1029.65%-1013.5pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $1,030 | $5,856-82.4% | $5,143-80.0% | $4,762-78.4% |
| Participant deferral / active EE | $1,709 | $5,948-71.3% | $5,198-67.1% | $5,850-70.8% |
| Admin fee / account holder | $346 | $17,109-98.0% | $13,954-97.5% | $11,596-97.0% |