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 | $218,353 | $697,698-68.7% | $621,730-64.9% | $357,791-39.0% |
| Participation rate | 100.0% | 90.7%+9.3pp | 90.8%+9.2pp | 85.6%+14.4pp |
| Annual return | 14.09% | 10.63%+3.5pp | 10.76%+3.3pp | 396.79%-382.7pp |
| Employer contribution / active EE | $3,059 | $10,590-71.1% | $9,871-69.0% | $7,508-59.3% |
| Participant deferral / active EE | $8,053 | $7,203+11.8% | $6,979+15.4% | $5,521+45.9% |
| Admin fee / account holder | $1,226 | $75,391-98.4% | $66,065-98.1% | $28,387-95.7% |