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 | $16,530 | $101,724-83.7% | $164,813-90.0% | $80,856-79.6% |
| Participation rate | 85.0% | 71.8%+13.2pp | 78.6%+6.4pp | 67.6%+17.4pp |
| Annual return | 10.08% | 16.72%-6.6pp | 69.93%-59.9pp | 35.59%-25.5pp |
| Employer contribution / active EE | $438 | $2,953-85.2% | $4,341-89.9% | $2,755-84.1% |
| Participant deferral / active EE | $1,807 | $4,477-59.6% | $6,031-70.0% | $4,296-57.9% |
| Admin fee / account holder | $888 | $8,227-89.2% | $12,690-93.0% | $6,918-87.2% |