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 4-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 | $8,114 | $179,726-95.5% | $156,263-94.8% | $142,382-94.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | -3.53% | 77.86%-81.4pp | 59.47%-63.0pp | 217.08%-220.6pp |
| Employer contribution / active EE | $579 | $5,069-88.6% | $4,333-86.6% | $4,299-86.5% |
| Participant deferral / active EE | $2,068 | $6,956-70.3% | $6,158-66.4% | $6,507-68.2% |
| Admin fee / account holder | $2,991 | $17,272-82.7% | $14,255-79.0% | $12,624-76.3% |