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 | $94,392 | $257,899-63.4% | $227,317-58.5% | $382,429-75.3% |
| Participation rate | 100.0% | 88.6%+11.4pp | 83.7%+16.3pp | 87.7%+12.3pp |
| Annual return | 16.91% | -6.88%+23.8pp | -6.47%+23.4pp | 248.85%-231.9pp |
| Employer contribution / active EE | $7,850 | $4,490+74.8% | $3,845+104.1% | $8,036-2.3% |
| Participant deferral / active EE | $12,488 | $4,249+193.9% | $4,124+202.8% | $5,727+118.0% |
| Admin fee / account holder | $13,239 | $12,635+4.8% | $12,529+5.7% | $30,732-56.9% |