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 | $65,030 | $244,740-73.4% | $206,214-68.5% | $357,791-81.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 14.20% | -3.72%+17.9pp | -1.60%+15.8pp | 396.79%-382.6pp |
| Employer contribution / active EE | $2,270 | $7,019-67.7% | $5,967-62.0% | $7,508-69.8% |
| Participant deferral / active EE | $3,283 | $4,983-34.1% | $4,649-29.4% | $5,521-40.5% |
| Admin fee / account holder | $1,315 | $15,419-91.5% | $13,671-90.4% | $28,387-95.4% |