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 | $47,387 | $293,860-83.9% | $237,244-80.0% | $357,791-86.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 80.3%-0.3pp | 85.6%-5.6pp |
| Annual return | 11.16% | 4677.97%-4666.8pp | 4131.29%-4120.1pp | 396.79%-385.6pp |
| Employer contribution / active EE | $788 | $5,523-85.7% | $4,351-81.9% | $7,508-89.5% |
| Participant deferral / active EE | $1,445 | $4,397-67.1% | $4,056-64.4% | $5,521-73.8% |
| Admin fee / account holder | $2,142 | $21,223-89.9% | $18,030-88.1% | $28,387-92.5% |