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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,551 | $176,056-95.1% | $159,436-94.6% | $167,490-94.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.96% | 331.75%-327.8pp | 263.57%-259.6pp | 478.56%-474.6pp |
| Employer contribution / active EE | $727 | $5,297-86.3% | $4,829-85.0% | $4,837-85.0% |
| Participant deferral / active EE | $1,512 | $7,750-80.5% | $7,352-79.4% | $6,341-76.2% |
| Admin fee / account holder | $921 | $12,554-92.7% | $10,799-91.5% | $12,309-92.5% |