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 | $70,079 | $288,797-75.7% | $239,577-70.7% | $382,429-81.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 15.58% | -3.30%+18.9pp | -0.70%+16.3pp | 248.85%-233.3pp |
| Employer contribution / active EE | $5,115 | $8,558-40.2% | $7,232-29.3% | $8,036-36.4% |
| Participant deferral / active EE | $6,324 | $6,420-1.5% | $5,676+11.4% | $5,727+10.4% |
| Admin fee / account holder | $2,154 | $18,649-88.4% | $19,315-88.8% | $30,732-93.0% |