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 | $284,927-68.6% | $210,053-57.4% | $382,429-76.6% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.8%+13.3pp | 87.7%+6.4pp |
| Annual return | 16.42% | 281.55%-265.1pp | 232.76%-216.3pp | 248.85%-232.4pp |
| Employer contribution / active EE | $0 | $6,452-100.0% | $4,521-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $3,087 | $4,567-32.4% | $4,238-27.2% | $5,727-46.1% |
| Admin fee / account holder | $1,261 | $19,753-93.6% | $16,990-92.6% | $30,732-95.9% |