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 | $66,467 | $471,255-85.9% | $493,514-86.5% | $357,791-81.4% |
| Participation rate | 100.0% | 87.7%+12.3pp | 86.6%+13.4pp | 85.6%+14.4pp |
| Annual return | 11.33% | -8.27%+19.6pp | -7.53%+18.9pp | 396.79%-385.5pp |
| Employer contribution / active EE | $5,428 | $7,367-26.3% | $6,745-19.5% | $7,508-27.7% |
| Participant deferral / active EE | $4,693 | $3,572+31.4% | $3,576+31.3% | $5,521-15.0% |
| Admin fee / account holder | $1,063 | $29,116-96.4% | $31,190-96.6% | $28,387-96.3% |