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 | $144,845 | $495,011-70.7% | $442,409-67.3% | $357,791-59.5% |
| Participation rate | 77.8% | 88.7%-10.9pp | 88.0%-10.2pp | 85.6%-7.8pp |
| Annual return | 11.56% | 92.83%-81.3pp | 90.53%-79.0pp | 396.79%-385.2pp |
| Employer contribution / active EE | $566 | $8,270-93.2% | $7,697-92.6% | $7,508-92.5% |
| Participant deferral / active EE | $6,923 | $7,613-9.1% | $7,555-8.4% | $5,521+25.4% |
| Admin fee / account holder | $12,988 | $60,147-78.4% | $51,603-74.8% | $28,387-54.2% |