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 | $146,657 | $295,923-50.4% | $239,403-38.7% | $382,429-61.7% |
| Participation rate | 94.7% | 87.1%+7.6pp | 82.2%+12.6pp | 87.7%+7.0pp |
| Annual return | 18.24% | 1.75%+16.5pp | 3.34%+14.9pp | 248.85%-230.6pp |
| Employer contribution / active EE | $4,958 | $5,859-15.4% | $4,656+6.5% | $8,036-38.3% |
| Participant deferral / active EE | $5,516 | $4,814+14.6% | $4,239+30.1% | $5,727-3.7% |
| Admin fee / account holder | $1,500 | $26,025-94.2% | $21,121-92.9% | $30,732-95.1% |