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 | $105,385 | $270,399-61.0% | $209,409-49.7% | $357,791-70.5% |
| Participation rate | 90.9% | 83.8%+7.1pp | 80.4%+10.6pp | 85.6%+5.3pp |
| Annual return | 17.72% | 194.89%-177.2pp | 159.49%-141.8pp | 396.79%-379.1pp |
| Employer contribution / active EE | $1,295 | $6,982-81.4% | $5,035-74.3% | $7,508-82.7% |
| Participant deferral / active EE | $4,568 | $4,606-0.8% | $4,230+8.0% | $5,521-17.3% |
| Admin fee / account holder | $825 | $18,969-95.7% | $16,474-95.0% | $28,387-97.1% |