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 | $13,406 | $80,968-83.4% | $96,544-86.1% | $75,163-82.2% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 10.22% | 27.06%-16.8pp | 25.84%-15.6pp | 160.62%-150.4pp |
| Employer contribution / active EE | $627 | $2,282-72.5% | $2,965-78.8% | $2,670-76.5% |
| Participant deferral / active EE | $1,554 | $3,928-60.4% | $4,851-68.0% | $4,125-62.3% |
| Admin fee / account holder | $2,625 | $6,724-61.0% | $8,252-68.2% | $5,651-53.5% |