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 6-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 | $5,142 | $159,901-96.8% | $146,958-96.5% | $145,922-96.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.76% | 98.13%-94.4pp | 418.34%-414.6pp | 561.29%-557.5pp |
| Employer contribution / active EE | $652 | $5,286-87.7% | $4,933-86.8% | $4,660-86.0% |
| Participant deferral / active EE | $1,174 | $8,428-86.1% | $8,070-85.5% | $6,688-82.5% |
| Admin fee / account holder | $2,104 | $15,044-86.0% | $12,998-83.8% | $13,397-84.3% |