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 | $91,620 | $293,860-68.8% | $237,244-61.4% | $357,791-74.4% |
| Participation rate | 94.1% | 84.2%+9.9pp | 80.3%+13.9pp | 85.6%+8.5pp |
| Annual return | 20.11% | 4677.97%-4657.9pp | 4131.29%-4111.2pp | 396.79%-376.7pp |
| Employer contribution / active EE | $2,050 | $5,523-62.9% | $4,351-52.9% | $7,508-72.7% |
| Participant deferral / active EE | $4,075 | $4,397-7.3% | $4,056+0.5% | $5,521-26.2% |
| Admin fee / account holder | $2,041 | $21,223-90.4% | $18,030-88.7% | $28,387-92.8% |