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 | $64,236 | $288,797-77.8% | $239,577-73.2% | $382,429-83.2% |
| Participation rate | 84.6% | 85.8%-1.2pp | 82.1%+2.5pp | 87.7%-3.1pp |
| Annual return | 19.21% | -3.30%+22.5pp | -0.70%+19.9pp | 248.85%-229.6pp |
| Employer contribution / active EE | $1,002 | $8,558-88.3% | $7,232-86.1% | $8,036-87.5% |
| Participant deferral / active EE | $1,002 | $6,420-84.4% | $5,676-82.3% | $5,727-82.5% |
| Admin fee / account holder | $10,622 | $18,649-43.0% | $19,315-45.0% | $30,732-65.4% |