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 | $9,072 | $112,881-92.0% | $90,951-90.0% | $158,922-94.3% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 6.48% | 215.79%-209.3pp | 134.60%-128.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $349 | $4,128-91.5% | $3,373-89.6% | $5,982-94.2% |
| Admin fee / account holder | $837 | $8,041-89.6% | $5,959-85.9% | $11,246-92.6% |