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 | $24,337 | $86,929-72.0% | $102,423-76.2% | $80,856-69.9% |
| Participation rate | 84.2% | 72.4%+11.8pp | 76.5%+7.7pp | 67.6%+16.6pp |
| Annual return | 10.03% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $166 | $2,369-93.0% | $3,023-94.5% | $2,755-94.0% |
| Participant deferral / active EE | $394 | $4,118-90.4% | $5,053-92.2% | $4,296-90.8% |
| Admin fee / account holder | $105,935 | $8,049+1216.1% | $9,451+1020.9% | $6,918+1431.3% |