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 | $293,860-50.1% | $237,244-38.2% | $357,791-59.0% |
| Participation rate | 94.7% | 84.2%+10.5pp | 80.3%+14.5pp | 85.6%+9.1pp |
| Annual return | 18.24% | 4677.97%-4659.7pp | 4131.29%-4113.1pp | 396.79%-378.6pp |
| Employer contribution / active EE | $4,958 | $5,523-10.2% | $4,351+13.9% | $7,508-34.0% |
| Participant deferral / active EE | $5,516 | $4,397+25.5% | $4,056+36.0% | $5,521-0.1% |
| Admin fee / account holder | $1,500 | $21,223-92.9% | $18,030-91.7% | $28,387-94.7% |