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 | $28,564 | $160,055-82.2% | $140,016-79.6% | $135,375-78.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.05% | 911.38%-908.3pp | 651.12%-648.1pp | 519.73%-516.7pp |
| Employer contribution / active EE | $508 | $6,420-92.1% | $5,606-90.9% | $4,779-89.4% |
| Participant deferral / active EE | $1,693 | $7,642-77.8% | $6,927-75.6% | $5,609-69.8% |
| Admin fee / account holder | $1,541 | $13,328-88.4% | $10,705-85.6% | $10,827-85.8% |