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 8-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 | $3,930 | $209,411-98.1% | $178,490-97.8% | $158,922-97.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.56% | 188.75%-135.2pp | 151.07%-97.5pp | 302.83%-249.3pp |
| Employer contribution / active EE | $1,083 | $5,706-81.0% | $5,011-78.4% | $4,761-77.3% |
| Participant deferral / active EE | $1,258 | $5,954-78.9% | $5,202-75.8% | $5,982-79.0% |
| Admin fee / account holder | $682 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |