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 | $14,230 | $85,766-83.4% | $136,294-89.6% | $70,131-79.7% |
| Participation rate | 95.6% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 39.42% | 31.45%+8.0pp | 5155.94%-5116.5pp | 73.14%-33.7pp |
| Employer contribution / active EE | $361 | $2,966-87.8% | $4,695-92.3% | $2,342-84.6% |
| Participant deferral / active EE | $2,068 | $5,051-59.1% | $6,247-66.9% | $3,332-37.9% |
| Admin fee / account holder | $927 | $5,420-82.9% | $9,243-90.0% | $4,645-80.0% |