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 | $30,530 | $295,923-89.7% | $239,403-87.2% | $382,429-92.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.2%+17.8pp | 87.7%+12.3pp |
| Annual return | 16.31% | 1.75%+14.6pp | 3.34%+13.0pp | 248.85%-232.5pp |
| Employer contribution / active EE | $2,227 | $5,859-62.0% | $4,656-52.2% | $8,036-72.3% |
| Participant deferral / active EE | $1,227 | $4,814-74.5% | $4,239-71.1% | $5,727-78.6% |
| Admin fee / account holder | $1,689 | $26,025-93.5% | $21,121-92.0% | $30,732-94.5% |