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 8-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 | $2,773 | $82,664-96.6% | $125,339-97.8% | $68,494-96.0% |
| Participation rate | 99.0% | 75.0%+23.9pp | 82.4%+16.6pp | 67.9%+31.1pp |
| Annual return | -25.45% | -5.97%-19.5pp | 572.05%-597.5pp | -7.84%-17.6pp |
| Employer contribution / active EE | $273 | $3,381-91.9% | $4,814-94.3% | $2,596-89.5% |
| Participant deferral / active EE | $2,529 | $6,110-58.6% | $7,446-66.0% | $4,027-37.2% |
| Admin fee / account holder | $781 | $6,275-87.6% | $10,010-92.2% | $5,403-85.6% |