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 | $288,797-66.7% | $239,577-59.9% | $382,429-74.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 15.55% | -3.30%+18.8pp | -0.70%+16.3pp | 248.85%-233.3pp |
| Employer contribution / active EE | $2,448 | $8,558-71.4% | $7,232-66.2% | $8,036-69.5% |
| Participant deferral / active EE | $6,649 | $6,420+3.6% | $5,676+17.1% | $5,727+16.1% |
| Admin fee / account holder | $630 | $18,649-96.6% | $19,315-96.7% | $30,732-97.9% |