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 | $7,088 | $210,648-96.6% | $177,989-96.0% | $145,922-95.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.64% | 385.86%-367.2pp | 294.48%-275.8pp | 561.29%-542.6pp |
| Employer contribution / active EE | $403 | $4,565-91.2% | $3,949-89.8% | $4,660-91.4% |
| Participant deferral / active EE | $688 | $6,958-90.1% | $6,276-89.0% | $6,688-89.7% |
| Admin fee / account holder | $926 | $12,013-92.3% | $10,363-91.1% | $13,397-93.1% |