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 | $65,383 | $171,143-61.8% | $163,182-59.9% | $357,791-81.7% |
| Participation rate | 100.0% | 92.9%+7.1pp | 83.4%+16.6pp | 85.6%+14.4pp |
| Annual return | 12.54% | -7.35%+19.9pp | -6.50%+19.0pp | 396.79%-384.2pp |
| Employer contribution / active EE | $1,356 | $3,882-65.1% | $2,768-51.0% | $7,508-81.9% |
| Participant deferral / active EE | $3,803 | $7,931-52.0% | $5,547-31.4% | $5,521-31.1% |
| Admin fee / account holder | $13,068 | $29,740-56.1% | $20,882-37.4% | $28,387-54.0% |