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 | $297,529-78.4% | $246,525-73.9% | $357,791-82.0% |
| Participation rate | 84.6% | 86.5%-1.9pp | 82.0%+2.7pp | 85.6%-1.0pp |
| Annual return | 19.21% | -2.25%+21.5pp | 0.46%+18.7pp | 396.79%-377.6pp |
| Employer contribution / active EE | $1,002 | $8,709-88.5% | $7,467-86.6% | $7,508-86.7% |
| Participant deferral / active EE | $1,002 | $6,076-83.5% | $5,422-81.5% | $5,521-81.9% |
| Admin fee / account holder | $10,622 | $16,212-34.5% | $16,551-35.8% | $28,387-62.6% |