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 | $140,742 | $247,971-43.2% | $209,012-32.7% | $357,791-60.7% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.5%+12.5pp | 85.6%+4.4pp |
| Annual return | 16.61% | -1.22%+17.8pp | 0.31%+16.3pp | 396.79%-380.2pp |
| Employer contribution / active EE | $2,157 | $6,238-65.4% | $5,342-59.6% | $7,508-71.3% |
| Participant deferral / active EE | $5,120 | $5,526-7.3% | $4,752+7.7% | $5,521-7.3% |
| Admin fee / account holder | $6,510 | $40,320-83.9% | $31,136-79.1% | $28,387-77.1% |