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 | $252,625-6.8% | $220,144+7.0% | $382,429-38.4% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 13.81% | -1.59%+15.4pp | -0.63%+14.4pp | 248.85%-235.0pp |
| Employer contribution / active EE | $5,639 | $7,607-25.9% | $6,623-14.9% | $8,036-29.8% |
| Participant deferral / active EE | $5,880 | $4,939+19.1% | $4,718+24.6% | $5,727+2.7% |
| Admin fee / account holder | $4,749 | $17,846-73.4% | $15,617-69.6% | $30,732-84.5% |