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 | $131,123 | $426,113-69.2% | $289,028-54.6% | $357,791-63.4% |
| Participation rate | 94.4% | 86.2%+8.2pp | 78.0%+16.5pp | 85.6%+8.8pp |
| Annual return | 17.12% | 260.96%-243.8pp | 243.94%-226.8pp | 396.79%-379.7pp |
| Employer contribution / active EE | $4,864 | $8,831-44.9% | $6,326-23.1% | $7,508-35.2% |
| Participant deferral / active EE | $6,548 | $6,238+5.0% | $4,804+36.3% | $5,521+18.6% |
| Admin fee / account holder | $5,339 | $18,206-70.7% | $14,050-62.0% | $28,387-81.2% |