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 | $230,544 | $288,797-20.2% | $239,577-3.8% | $382,429-39.7% |
| Participation rate | 88.9% | 85.8%+3.1pp | 82.1%+6.8pp | 87.7%+1.1pp |
| Annual return | 20.60% | -3.30%+23.9pp | -0.70%+21.3pp | 248.85%-228.3pp |
| Employer contribution / active EE | $2,652 | $8,558-69.0% | $7,232-63.3% | $8,036-67.0% |
| Participant deferral / active EE | $5,625 | $6,420-12.4% | $5,676-0.9% | $5,727-1.8% |
| Admin fee / account holder | $1,346 | $18,649-92.8% | $19,315-93.0% | $30,732-95.6% |