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 8-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 | $13,365 | $214,378-93.8% | $200,582-93.3% | $142,382-90.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 3.33% | 46.41%-43.1pp | 42.33%-39.0pp | 217.08%-213.7pp |
| Employer contribution / active EE | $1,101 | $6,841-83.9% | $6,419-82.8% | $4,299-74.4% |
| Participant deferral / active EE | $1,793 | $9,865-81.8% | $9,331-80.8% | $6,507-72.4% |
| Admin fee / account holder | $650 | $17,692-96.3% | $16,305-96.0% | $12,624-94.9% |