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 | $20,645 | $198,466-89.6% | $170,442-87.9% | $147,584-86.0% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 5.78% | 257.29%-251.5pp | 205.93%-200.1pp | 578.55%-572.8pp |
| Employer contribution / active EE | $469 | $6,184-92.4% | $5,433-91.4% | $4,876-90.4% |
| Participant deferral / active EE | $375 | $5,629-93.3% | $4,939-92.4% | $5,439-93.1% |
| Admin fee / account holder | $80,341 | $16,852+376.8% | $13,880+478.8% | $10,885+638.1% |