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 8-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 | $8,643 | $111,814-92.3% | $103,374-91.6% | $145,959-94.1% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 8.17% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $841 | $4,214-80.0% | $3,869-78.3% | $4,661-81.9% |
| Participant deferral / active EE | $1,193 | $5,618-78.8% | $5,058-76.4% | $6,689-82.2% |
| Admin fee / account holder | $895 | $9,754-90.8% | $8,394-89.3% | $13,398-93.3% |