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 | $6,940 | $91,552-92.4% | $133,956-94.8% | $79,858-91.3% |
| Participation rate | 94.4% | 73.3%+21.0pp | 79.8%+14.5pp | 69.6%+24.7pp |
| Annual return | 7.13% | 61.85%-54.7pp | 45.09%-38.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $331 | $2,384-86.1% | $3,919-91.5% | $2,471-86.6% |
| Participant deferral / active EE | $1,042 | $3,733-72.1% | $5,048-79.4% | $3,740-72.1% |
| Admin fee / account holder | $630 | $6,321-90.0% | $8,927-92.9% | $5,306-88.1% |