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 | $160,421 | $245,885-34.8% | $198,754-19.3% | $357,791-55.2% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 85.6%+4.4pp |
| Annual return | 13.98% | 5953.41%-5939.4pp | 4947.04%-4933.1pp | 396.79%-382.8pp |
| Employer contribution / active EE | $1,165 | $4,089-71.5% | $4,008-70.9% | $7,508-84.5% |
| Participant deferral / active EE | $4,662 | $4,533+2.8% | $4,138+12.6% | $5,521-15.6% |
| Admin fee / account holder | $5,217 | $12,849-59.4% | $12,082-56.8% | $28,387-81.6% |