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 | $88,075 | $426,113-79.3% | $289,028-69.5% | $357,791-75.4% |
| Participation rate | 95.8% | 86.2%+9.6pp | 78.0%+17.9pp | 85.6%+10.2pp |
| Annual return | 13.31% | 260.96%-247.7pp | 243.94%-230.6pp | 396.79%-383.5pp |
| Employer contribution / active EE | $3,142 | $8,831-64.4% | $6,326-50.3% | $7,508-58.1% |
| Participant deferral / active EE | $7,069 | $6,238+13.3% | $4,804+47.2% | $5,521+28.0% |
| Admin fee / account holder | $1,407 | $18,206-92.3% | $14,050-90.0% | $28,387-95.0% |