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 | $144,729 | $247,971-41.6% | $209,012-30.8% | $357,791-59.5% |
| Participation rate | 86.4% | 80.8%+5.6pp | 77.5%+8.9pp | 85.6%+0.8pp |
| Annual return | 14.20% | -1.22%+15.4pp | 0.31%+13.9pp | 396.79%-382.6pp |
| Employer contribution / active EE | $755 | $6,238-87.9% | $5,342-85.9% | $7,508-89.9% |
| Participant deferral / active EE | $3,172 | $5,526-42.6% | $4,752-33.2% | $5,521-42.5% |
| Admin fee / account holder | $6,833 | $40,320-83.1% | $31,136-78.1% | $28,387-75.9% |