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 7-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 | $13,011 | $109,881-88.2% | $150,045-91.3% | $84,808-84.7% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 11.62% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,444 | $6,636-63.2% | $7,997-69.4% | $4,212-42.0% |
| Admin fee / account holder | $1,302 | $8,568-84.8% | $13,435-90.3% | $7,344-82.3% |