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 | $89,822 | $369,484-75.7% | $303,047-70.4% | $357,791-74.9% |
| Participation rate | 73.7% | 90.0%-16.3pp | 87.1%-13.4pp | 85.6%-11.9pp |
| Annual return | 18.05% | 0.42%+17.6pp | 2.47%+15.6pp | 396.79%-378.7pp |
| Employer contribution / active EE | $1,198 | $9,025-86.7% | $7,418-83.8% | $7,508-84.0% |
| Participant deferral / active EE | $1,699 | $5,439-68.8% | $5,070-66.5% | $5,521-69.2% |
| Admin fee / account holder | $5,921 | $49,137-88.0% | $39,333-84.9% | $28,387-79.1% |