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 | $21,138 | $81,208-74.0% | $98,907-78.6% | $79,858-73.5% |
| Participation rate | 74.6% | 72.5%+2.1pp | 76.0%-1.4pp | 69.6%+5.0pp |
| Annual return | 235.00% | 60.99%+174.0pp | 196.43%+38.6pp | 31.71%+203.3pp |
| Employer contribution / active EE | $400 | $1,960-79.6% | $2,689-85.1% | $2,471-83.8% |
| Participant deferral / active EE | $452 | $3,265-86.2% | $4,244-89.4% | $3,740-87.9% |
| Admin fee / account holder | $567 | $6,013-90.6% | $6,642-91.5% | $5,306-89.3% |