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 | $297,529-76.4% | $246,525-71.6% | $357,791-80.4% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 15.58% | -2.25%+17.8pp | 0.46%+15.1pp | 396.79%-381.2pp |
| Employer contribution / active EE | $5,115 | $8,709-41.3% | $7,467-31.5% | $7,508-31.9% |
| Participant deferral / active EE | $6,324 | $6,076+4.1% | $5,422+16.6% | $5,521+14.6% |
| Admin fee / account holder | $2,154 | $16,212-86.7% | $16,551-87.0% | $28,387-92.4% |