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 7-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 | $240,775 | $174,276+38.2% | $141,084+70.7% | $357,791-32.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 63.5%+36.5pp | 85.6%+14.4pp |
| Annual return | 19.83% | -44.02%+63.9pp | -42.88%+62.7pp | 396.79%-377.0pp |
| Employer contribution / active EE | $21,855 | $2,343+832.8% | $2,224+882.5% | $7,508+191.1% |
| Participant deferral / active EE | $5,700 | $1,552+267.3% | $1,670+241.3% | $5,521+3.2% |
| Admin fee / account holder | $1,001 | $2,451-59.2% | $3,020-66.9% | $28,387-96.5% |