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 | $38,584 | $297,529-87.0% | $246,525-84.3% | $357,791-89.2% |
| Participation rate | 76.9% | 86.5%-9.6pp | 82.0%-5.0pp | 85.6%-8.7pp |
| Annual return | 14.80% | -2.25%+17.1pp | 0.46%+14.3pp | 396.79%-382.0pp |
| Employer contribution / active EE | $3,752 | $8,709-56.9% | $7,467-49.8% | $7,508-50.0% |
| Participant deferral / active EE | $6,722 | $6,076+10.6% | $5,422+24.0% | $5,521+21.8% |
| Admin fee / account holder | $1,663 | $16,212-89.7% | $16,551-90.0% | $28,387-94.1% |