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 | $13,697 | $175,202-92.2% | $149,673-90.8% | $139,434-90.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.24% | 166.71%-157.5pp | 134.42%-125.2pp | 372.94%-363.7pp |
| Employer contribution / active EE | $284 | $5,474-94.8% | $4,818-94.1% | $4,751-94.0% |
| Participant deferral / active EE | $1,413 | $6,519-78.3% | $5,680-75.1% | $6,710-78.9% |
| Admin fee / account holder | $8,135 | $16,150-49.6% | $13,210-38.4% | $11,403-28.7% |