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 | $115,162 | $174,892-34.2% | $135,584-15.1% | $357,791-67.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 74.9%+8.4pp | 85.6%-2.3pp |
| Annual return | 13.15% | -8.84%+22.0pp | -6.29%+19.4pp | 396.79%-383.6pp |
| Employer contribution / active EE | $406 | $4,063-90.0% | $2,978-86.4% | $7,508-94.6% |
| Participant deferral / active EE | $2,519 | $4,096-38.5% | $3,505-28.1% | $5,521-54.4% |
| Admin fee / account holder | $2,431 | $8,977-72.9% | $7,720-68.5% | $28,387-91.4% |