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 | $69,944 | $369,484-81.1% | $303,047-76.9% | $357,791-80.5% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 20.61% | 0.42%+20.2pp | 2.47%+18.1pp | 396.79%-376.2pp |
| Employer contribution / active EE | $3,042 | $9,025-66.3% | $7,418-59.0% | $7,508-59.5% |
| Participant deferral / active EE | $5,683 | $5,439+4.5% | $5,070+12.1% | $5,521+2.9% |
| Admin fee / account holder | $629 | $49,137-98.7% | $39,333-98.4% | $28,387-97.8% |