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 | $54,155 | $297,529-81.8% | $246,525-78.0% | $357,791-84.9% |
| Participation rate | 80.0% | 86.5%-6.5pp | 82.0%-2.0pp | 85.6%-5.6pp |
| Annual return | 17.25% | -2.25%+19.5pp | 0.46%+16.8pp | 396.79%-379.5pp |
| Employer contribution / active EE | $3,267 | $8,709-62.5% | $7,467-56.2% | $7,508-56.5% |
| Participant deferral / active EE | $2,639 | $6,076-56.6% | $5,422-51.3% | $5,521-52.2% |
| Admin fee / account holder | $502 | $16,212-96.9% | $16,551-97.0% | $28,387-98.2% |