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 | $10,053 | $114,047-91.2% | $96,139-89.5% | $167,490-94.0% |
| Participation rate | 91.7% | 75.1%+16.6pp | 68.4%+23.2pp | 82.1%+9.6pp |
| Annual return | 7.61% | 189.88%-182.3pp | 191.94%-184.3pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1 | $3,427-100.0% | $2,797-99.9% | $4,837-100.0% |
| Participant deferral / active EE | $17 | $5,194-99.7% | $4,349-99.6% | $6,341-99.7% |
| Admin fee / account holder | $1,537 | $6,897-77.7% | $5,537-72.2% | $12,309-87.5% |