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 | $202,896 | $284,927-28.8% | $210,053-3.4% | $382,429-46.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 12.80% | 281.55%-268.7pp | 232.76%-220.0pp | 248.85%-236.0pp |
| Employer contribution / active EE | $9,092 | $6,452+40.9% | $4,521+101.1% | $8,036+13.1% |
| Participant deferral / active EE | $2,983 | $4,567-34.7% | $4,238-29.6% | $5,727-47.9% |
| Admin fee / account holder | $15,817 | $19,753-19.9% | $16,990-6.9% | $30,732-48.5% |