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 | $85,760 | $297,529-71.2% | $246,525-65.2% | $357,791-76.0% |
| Participation rate | 83.3% | 86.5%-3.2pp | 82.0%+1.4pp | 85.6%-2.3pp |
| Annual return | 9.71% | -2.25%+12.0pp | 0.46%+9.2pp | 396.79%-387.1pp |
| Employer contribution / active EE | $4,089 | $8,709-53.1% | $7,467-45.2% | $7,508-45.5% |
| Participant deferral / active EE | $4,031 | $6,076-33.6% | $5,422-25.7% | $5,521-27.0% |
| Admin fee / account holder | $1,548 | $16,212-90.5% | $16,551-90.6% | $28,387-94.5% |