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 | $139,516 | $185,689-24.9% | $146,762-4.9% | $357,791-61.0% |
| Participation rate | 85.7% | 86.7%-1.0pp | 81.7%+4.0pp | 85.6%+0.1pp |
| Annual return | 9.42% | -6.87%+16.3pp | -2.96%+12.4pp | 396.79%-387.4pp |
| Employer contribution / active EE | $2,709 | $4,663-41.9% | $3,453-21.6% | $7,508-63.9% |
| Participant deferral / active EE | $4,910 | $3,759+30.6% | $3,550+38.3% | $5,521-11.1% |
| Admin fee / account holder | $17,366 | $15,700+10.6% | $14,221+22.1% | $28,387-38.8% |