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 | $112,763 | $288,797-61.0% | $239,577-52.9% | $382,429-70.5% |
| Participation rate | 89.5% | 85.8%+3.7pp | 82.1%+7.4pp | 87.7%+1.7pp |
| Annual return | 9.14% | -3.30%+12.4pp | -0.70%+9.8pp | 248.85%-239.7pp |
| Employer contribution / active EE | $1,874 | $8,558-78.1% | $7,232-74.1% | $8,036-76.7% |
| Participant deferral / active EE | $2,505 | $6,420-61.0% | $5,676-55.9% | $5,727-56.3% |
| Admin fee / account holder | $3,459 | $18,649-81.5% | $19,315-82.1% | $30,732-88.7% |