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 | $143,023 | $369,484-61.3% | $303,047-52.8% | $357,791-60.0% |
| Participation rate | 81.8% | 90.0%-8.2pp | 87.1%-5.3pp | 85.6%-3.8pp |
| Annual return | 12.13% | 0.42%+11.7pp | 2.47%+9.7pp | 396.79%-384.7pp |
| Employer contribution / active EE | $2,074 | $9,025-77.0% | $7,418-72.0% | $7,508-72.4% |
| Participant deferral / active EE | $2,735 | $5,439-49.7% | $5,070-46.1% | $5,521-50.5% |
| Admin fee / account holder | $4,897 | $49,137-90.0% | $39,333-87.6% | $28,387-82.7% |