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 | $79,352 | $538,095-85.3% | $477,111-83.4% | $382,429-79.3% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 87.7%+12.3pp |
| Annual return | 26.33% | 104.06%-77.7pp | 101.90%-75.6pp | 248.85%-222.5pp |
| Employer contribution / active EE | $2,899 | $9,361-69.0% | $8,708-66.7% | $8,036-63.9% |
| Participant deferral / active EE | $8,940 | $7,856+13.8% | $7,539+18.6% | $5,727+56.1% |
| Admin fee / account holder | $11,708 | $48,739-76.0% | $42,132-72.2% | $30,732-61.9% |