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 | $96,149 | $297,529-67.7% | $246,525-61.0% | $357,791-73.1% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 15.55% | -2.25%+17.8pp | 0.46%+15.1pp | 396.79%-381.2pp |
| Employer contribution / active EE | $2,448 | $8,709-71.9% | $7,467-67.2% | $7,508-67.4% |
| Participant deferral / active EE | $6,649 | $6,076+9.4% | $5,422+22.6% | $5,521+20.4% |
| Admin fee / account holder | $630 | $16,212-96.1% | $16,551-96.2% | $28,387-97.8% |