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 | $4,615 | $181,894-97.5% | $156,549-97.1% | $273,961-98.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 2.23% | 30.74%-28.5pp | 32.23%-30.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $942 | $6,248-84.9% | $5,501-82.9% | $4,869-80.6% |
| Participant deferral / active EE | $948 | $5,550-82.9% | $4,871-80.5% | $5,287-82.1% |
| Admin fee / account holder | $787 | $15,559-94.9% | $13,027-94.0% | $10,132-92.2% |