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 | $245,934 | $288,797-14.8% | $239,577+2.7% | $382,429-35.7% |
| Participation rate | 81.8% | 85.8%-4.0pp | 82.1%-0.3pp | 87.7%-5.9pp |
| Annual return | 17.76% | -3.30%+21.1pp | -0.70%+18.5pp | 248.85%-231.1pp |
| Employer contribution / active EE | $563 | $8,558-93.4% | $7,232-92.2% | $8,036-93.0% |
| Participant deferral / active EE | $4,496 | $6,420-30.0% | $5,676-20.8% | $5,727-21.5% |
| Admin fee / account holder | $9,769 | $18,649-47.6% | $19,315-49.4% | $30,732-68.2% |