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 | $89,453 | $270,399-66.9% | $209,409-57.3% | $357,791-75.0% |
| Participation rate | 94.1% | 83.8%+10.3pp | 80.4%+13.8pp | 85.6%+8.5pp |
| Annual return | 16.42% | 194.89%-178.5pp | 159.49%-143.1pp | 396.79%-380.4pp |
| Employer contribution / active EE | $0 | $6,982-100.0% | $5,035-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $3,087 | $4,606-33.0% | $4,230-27.0% | $5,521-44.1% |
| Admin fee / account holder | $1,261 | $18,969-93.4% | $16,474-92.3% | $28,387-95.6% |