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 | $3,320 | $85,202-96.1% | $172,739-98.1% | $72,985-95.5% |
| Participation rate | 72.1% | 70.1%+2.0pp | 82.6%-10.6pp | 69.5%+2.6pp |
| Annual return | -2.75% | 27.32%-30.1pp | 802.84%-805.6pp | 81.00%-83.8pp |
| Employer contribution / active EE | $66 | $3,324-98.0% | $5,143-98.7% | $2,440-97.3% |
| Participant deferral / active EE | $529 | $3,260-83.8% | $5,198-89.8% | $3,607-85.3% |
| Admin fee / account holder | $307 | $5,884-94.8% | $13,954-97.8% | $5,124-94.0% |