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 | $6,256 | $83,477-92.5% | $125,175-95.0% | $72,985-91.4% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.5%+21.9pp |
| Annual return | 9.65% | 25.78%-16.1pp | 43.79%-34.1pp | 81.00%-71.4pp |
| Employer contribution / active EE | $336 | $2,345-85.7% | $3,865-91.3% | $2,440-86.2% |
| Participant deferral / active EE | $1,088 | $3,585-69.6% | $4,937-78.0% | $3,607-69.8% |
| Admin fee / account holder | $761 | $5,517-86.2% | $9,702-92.2% | $5,124-85.1% |