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 | $16,826 | $95,803-82.4% | $113,168-85.1% | $84,808-80.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.05% | 25.00%-16.0pp | 24.27%-15.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $636 | $2,360-73.1% | $2,975-78.6% | $2,631-75.8% |
| Participant deferral / active EE | $1,642 | $4,242-61.3% | $5,107-67.8% | $4,212-61.0% |
| Admin fee / account holder | $1,338 | $8,989-85.1% | $12,068-88.9% | $7,344-81.8% |