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 | $768,500-90.7% | $455,481-84.2% | $382,429-81.2% |
| Participation rate | 93.8% | 73.1%+20.7pp | 71.0%+22.7pp | 87.7%+6.0pp |
| Annual return | 13.03% | -6.81%+19.8pp | -2.82%+15.9pp | 248.85%-235.8pp |
| Employer contribution / active EE | $2,666 | $6,516-59.1% | $5,016-46.9% | $8,036-66.8% |
| Participant deferral / active EE | $3,088 | $3,736-17.4% | $3,583-13.8% | $5,727-46.1% |
| Admin fee / account holder | $1,919 | $26,750-92.8% | $17,461-89.0% | $30,732-93.8% |