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 7-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 | $111,793 | $216,874-48.5% | $174,595-36.0% | $382,429-70.8% |
| Participation rate | 100.0% | 86.9%+13.1pp | 85.1%+14.9pp | 87.7%+12.3pp |
| Annual return | 12.56% | 7969.70%-7957.1pp | 6861.22%-6848.7pp | 248.85%-236.3pp |
| Employer contribution / active EE | $3,797 | $4,110-7.6% | $3,630+4.6% | $8,036-52.8% |
| Participant deferral / active EE | $3,797 | $4,809-21.1% | $4,379-13.3% | $5,727-33.7% |
| Admin fee / account holder | $465 | $12,030-96.1% | $10,352-95.5% | $30,732-98.5% |