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 | $226,073 | $288,797-21.7% | $239,577-5.6% | $382,429-40.9% |
| Participation rate | 93.8% | 85.8%+7.9pp | 82.1%+11.7pp | 87.7%+6.0pp |
| Annual return | 19.81% | -3.30%+23.1pp | -0.70%+20.5pp | 248.85%-229.0pp |
| Employer contribution / active EE | $7,139 | $8,558-16.6% | $7,232-1.3% | $8,036-11.2% |
| Participant deferral / active EE | $5,186 | $6,420-19.2% | $5,676-8.6% | $5,727-9.5% |
| Admin fee / account holder | $51,552 | $18,649+176.4% | $19,315+166.9% | $30,732+67.7% |