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 | $7,328 | $73,933-90.1% | $96,683-92.4% | $75,163-90.3% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 11.63% | 26.70%-15.1pp | 35.69%-24.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $472 | $2,928-83.9% | $3,737-87.4% | $2,670-82.3% |
| Participant deferral / active EE | $881 | $3,659-75.9% | $4,878-81.9% | $4,125-78.6% |
| Admin fee / account holder | $1,022 | $5,216-80.4% | $6,730-84.8% | $5,651-81.9% |