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 | $145,751 | $245,885-40.7% | $198,754-26.7% | $357,791-59.3% |
| Participation rate | 82.4% | 84.2%-1.9pp | 81.4%+0.9pp | 85.6%-3.2pp |
| Annual return | 14.66% | 5953.41%-5938.8pp | 4947.04%-4932.4pp | 396.79%-382.1pp |
| Employer contribution / active EE | $3,511 | $4,089-14.1% | $4,008-12.4% | $7,508-53.2% |
| Participant deferral / active EE | $7,547 | $4,533+66.5% | $4,138+82.4% | $5,521+36.7% |
| Admin fee / account holder | $4,750 | $12,849-63.0% | $12,082-60.7% | $28,387-83.3% |