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 | $171,820 | $484,881-64.6% | $525,660-67.3% | $382,429-55.1% |
| Participation rate | 90.9% | 89.9%+1.0pp | 88.1%+2.8pp | 87.7%+3.2pp |
| Annual return | 9.41% | -7.82%+17.2pp | -7.17%+16.6pp | 248.85%-239.4pp |
| Employer contribution / active EE | $4,545 | $7,199-36.9% | $6,528-30.4% | $8,036-43.4% |
| Participant deferral / active EE | $11,176 | $3,872+188.6% | $3,867+189.0% | $5,727+95.1% |
| Admin fee / account holder | $4,084 | $33,092-87.7% | $34,307-88.1% | $30,732-86.7% |