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 3-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 | $31,620 | $495,011-93.6% | $442,409-92.9% | $357,791-91.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 88.0%+12.0pp | 85.6%+14.4pp |
| Annual return | 18.12% | 92.83%-74.7pp | 90.53%-72.4pp | 396.79%-378.7pp |
| Employer contribution / active EE | $5,997 | $8,270-27.5% | $7,697-22.1% | $7,508-20.1% |
| Participant deferral / active EE | $3,564 | $7,613-53.2% | $7,555-52.8% | $5,521-35.4% |
| Admin fee / account holder | $6,110 | $60,147-89.8% | $51,603-88.2% | $28,387-78.5% |