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 | $49,954 | $245,885-79.7% | $198,754-74.9% | $357,791-86.0% |
| Participation rate | 87.5% | 84.2%+3.3pp | 81.4%+6.1pp | 85.6%+1.9pp |
| Annual return | 12.94% | 5953.41%-5940.5pp | 4947.04%-4934.1pp | 396.79%-383.8pp |
| Employer contribution / active EE | $1,582 | $4,089-61.3% | $4,008-60.5% | $7,508-78.9% |
| Participant deferral / active EE | $5,058 | $4,533+11.6% | $4,138+22.2% | $5,521-8.4% |
| Admin fee / account holder | $510 | $12,849-96.0% | $12,082-95.8% | $28,387-98.2% |