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 9-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 | $199,305 | $244,740-18.6% | $206,214-3.4% | $357,791-44.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 24.01% | -3.72%+27.7pp | -1.60%+25.6pp | 396.79%-372.8pp |
| Employer contribution / active EE | $3,972 | $7,019-43.4% | $5,967-33.4% | $7,508-47.1% |
| Participant deferral / active EE | $9,811 | $4,983+96.9% | $4,649+111.0% | $5,521+77.7% |
| Admin fee / account holder | $15,823 | $15,419+2.6% | $13,671+15.7% | $28,387-44.3% |