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 | $12,471 | $159,901-92.2% | $146,958-91.5% | $145,922-91.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.84% | 98.13%-90.3pp | 418.34%-410.5pp | 561.29%-553.4pp |
| Employer contribution / active EE | $1,013 | $5,286-80.8% | $4,933-79.5% | $4,660-78.3% |
| Participant deferral / active EE | $2,111 | $8,428-75.0% | $8,070-73.8% | $6,688-68.4% |
| Admin fee / account holder | $1,165 | $15,044-92.3% | $12,998-91.0% | $13,397-91.3% |