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 | $183,681 | $297,529-38.3% | $246,525-25.5% | $357,791-48.7% |
| Participation rate | 72.7% | 86.5%-13.8pp | 82.0%-9.2pp | 85.6%-12.9pp |
| Annual return | 14.66% | -2.25%+16.9pp | 0.46%+14.2pp | 396.79%-382.1pp |
| Employer contribution / active EE | $1,951 | $8,709-77.6% | $7,467-73.9% | $7,508-74.0% |
| Participant deferral / active EE | $4,517 | $6,076-25.7% | $5,422-16.7% | $5,521-18.2% |
| Admin fee / account holder | $24,004 | $16,212+48.1% | $16,551+45.0% | $28,387-15.4% |