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 | $37,474 | $137,414-72.7% | $189,513-80.2% | $85,850-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.66% | 38.14%-20.5pp | 555.15%-537.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $699 | $4,344-83.9% | $6,162-88.7% | $2,565-72.8% |
| Participant deferral / active EE | $2,871 | $6,260-54.1% | $8,221-65.1% | $3,952-27.4% |
| Admin fee / account holder | $4,309 | $8,630-50.1% | $12,045-64.2% | $6,260-31.2% |