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 | $6,306 | $73,638-91.4% | $108,410-94.2% | $79,386-92.1% |
| Participation rate | 82.4% | 77.4%+5.0pp | 80.1%+2.3pp | 70.7%+11.7pp |
| Annual return | 12.41% | 33.27%-20.9pp | 905.27%-892.9pp | 116.85%-104.4pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,558-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,383 | $6,218-77.8% | $6,563-78.9% | $4,046-65.8% |
| Admin fee / account holder | $568 | $638-11.0% | $7,295-92.2% | $626-9.4% |