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 | $21,022 | $209,411-90.0% | $178,490-88.2% | $158,922-86.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -0.12% | 188.75%-188.9pp | 151.07%-151.2pp | 302.83%-302.9pp |
| Employer contribution / active EE | $1,013 | $5,706-82.3% | $5,011-79.8% | $4,761-78.7% |
| Participant deferral / active EE | $1,962 | $5,954-67.1% | $5,202-62.3% | $5,982-67.2% |
| Admin fee / account holder | $4,409 | $17,074-74.2% | $13,984-68.5% | $11,246-60.8% |