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 | $235,561 | $244,740-3.8% | $206,214+14.2% | $357,791-34.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 13.81% | -3.72%+17.5pp | -1.60%+15.4pp | 396.79%-383.0pp |
| Employer contribution / active EE | $5,639 | $7,019-19.7% | $5,967-5.5% | $7,508-24.9% |
| Participant deferral / active EE | $5,880 | $4,983+18.0% | $4,649+26.5% | $5,521+6.5% |
| Admin fee / account holder | $4,749 | $15,419-69.2% | $13,671-65.3% | $28,387-83.3% |