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 | $66,864 | $426,113-84.3% | $289,028-76.9% | $357,791-81.3% |
| Participation rate | 100.0% | 86.2%+13.8pp | 78.0%+22.0pp | 85.6%+14.4pp |
| Annual return | 15.82% | 260.96%-245.1pp | 243.94%-228.1pp | 396.79%-381.0pp |
| Employer contribution / active EE | $3,658 | $8,831-58.6% | $6,326-42.2% | $7,508-51.3% |
| Participant deferral / active EE | $6,349 | $6,238+1.8% | $4,804+32.2% | $5,521+15.0% |
| Admin fee / account holder | $8,197 | $18,206-55.0% | $14,050-41.7% | $28,387-71.1% |