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 | $26,347 | $168,632-84.4% | $147,614-82.2% | $125,391-79.0% |
| Participation rate | 86.7% | 88.8%-2.1pp | 84.6%+2.0pp | 83.2%+3.5pp |
| Annual return | -8.85% | 77.65%-86.5pp | 61.98%-70.8pp | 282.22%-291.1pp |
| Employer contribution / active EE | $665 | $6,252-89.4% | $5,564-88.1% | $4,866-86.3% |
| Participant deferral / active EE | $1,730 | $5,507-68.6% | $4,895-64.7% | $5,352-67.7% |
| Admin fee / account holder | $2,408 | $13,580-82.3% | $11,611-79.3% | $9,540-74.8% |