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 | $65,145 | $270,399-75.9% | $209,409-68.9% | $357,791-81.8% |
| Participation rate | 86.4% | 83.8%+2.6pp | 80.4%+6.0pp | 85.6%+0.8pp |
| Annual return | 18.74% | 194.89%-176.1pp | 159.49%-140.7pp | 396.79%-378.1pp |
| Employer contribution / active EE | $4,545 | $6,982-34.9% | $5,035-9.7% | $7,508-39.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $4,230-100.0% | $5,521-100.0% |
| Admin fee / account holder | $323 | $18,969-98.3% | $16,474-98.0% | $28,387-98.9% |