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 | $235,879 | $426,113-44.6% | $289,028-18.4% | $357,791-34.1% |
| Participation rate | 85.7% | 86.2%-0.5pp | 78.0%+7.8pp | 85.6%+0.1pp |
| Annual return | 14.54% | 260.96%-246.4pp | 243.94%-229.4pp | 396.79%-382.3pp |
| Employer contribution / active EE | $615 | $8,831-93.0% | $6,326-90.3% | $7,508-91.8% |
| Participant deferral / active EE | $7,105 | $6,238+13.9% | $4,804+47.9% | $5,521+28.7% |
| Admin fee / account holder | $12,889 | $18,206-29.2% | $14,050-8.3% | $28,387-54.6% |