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 | $71,815 | $642,683-88.8% | $386,318-81.4% | $357,791-79.9% |
| Participation rate | 93.8% | 68.8%+24.9pp | 67.7%+26.0pp | 85.6%+8.2pp |
| Annual return | 13.03% | -6.86%+19.9pp | -2.64%+15.7pp | 396.79%-383.8pp |
| Employer contribution / active EE | $2,666 | $5,282-49.5% | $4,025-33.8% | $7,508-64.5% |
| Participant deferral / active EE | $3,088 | $3,904-20.9% | $3,524-12.4% | $5,521-44.1% |
| Admin fee / account holder | $1,919 | $23,448-91.8% | $16,179-88.1% | $28,387-93.2% |