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 | $204,245 | $642,683-68.2% | $386,318-47.1% | $357,791-42.9% |
| Participation rate | 81.8% | 68.8%+13.0pp | 67.7%+14.1pp | 85.6%-3.8pp |
| Annual return | 16.98% | -6.86%+23.8pp | -2.64%+19.6pp | 396.79%-379.8pp |
| Employer contribution / active EE | $2,792 | $5,282-47.1% | $4,025-30.6% | $7,508-62.8% |
| Participant deferral / active EE | $6,429 | $3,904+64.7% | $3,524+82.4% | $5,521+16.4% |
| Admin fee / account holder | $385 | $23,448-98.4% | $16,179-97.6% | $28,387-98.6% |