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 | $234,058 | $495,011-52.7% | $442,409-47.1% | $357,791-34.6% |
| Participation rate | 90.0% | 88.7%+1.3pp | 88.0%+2.0pp | 85.6%+4.4pp |
| Annual return | 18.83% | 92.83%-74.0pp | 90.53%-71.7pp | 396.79%-378.0pp |
| Employer contribution / active EE | $2,107 | $8,270-74.5% | $7,697-72.6% | $7,508-71.9% |
| Participant deferral / active EE | $4,048 | $7,613-46.8% | $7,555-46.4% | $5,521-26.7% |
| Admin fee / account holder | $2,258 | $60,147-96.2% | $51,603-95.6% | $28,387-92.0% |