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 | $148,094 | $426,113-65.2% | $289,028-48.8% | $357,791-58.6% |
| Participation rate | 93.3% | 86.2%+7.1pp | 78.0%+15.4pp | 85.6%+7.7pp |
| Annual return | 23.08% | 260.96%-237.9pp | 243.94%-220.9pp | 396.79%-373.7pp |
| Employer contribution / active EE | $3,227 | $8,831-63.5% | $6,326-49.0% | $7,508-57.0% |
| Participant deferral / active EE | $8,102 | $6,238+29.9% | $4,804+68.7% | $5,521+46.8% |
| Admin fee / account holder | $596 | $18,206-96.7% | $14,050-95.8% | $28,387-97.9% |