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 | $13,276 | $115,770-88.5% | $101,248-86.9% | $158,922-91.6% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 13.75% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $355 | $4,175-91.5% | $3,660-90.3% | $4,761-92.6% |
| Participant deferral / active EE | $441 | $4,957-91.1% | $4,370-89.9% | $5,982-92.6% |
| Admin fee / account holder | $7,777 | $7,245+7.3% | $5,945+30.8% | $11,246-30.8% |