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 4-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 | $7,228 | $111,814-93.5% | $103,374-93.0% | $145,959-95.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.31% | 24.77%-16.5pp | 24.89%-16.6pp | 561.95%-553.6pp |
| Employer contribution / active EE | $203 | $4,214-95.2% | $3,869-94.8% | $4,661-95.7% |
| Participant deferral / active EE | $1,045 | $5,618-81.4% | $5,058-79.3% | $6,689-84.4% |
| Admin fee / account holder | $491 | $9,754-95.0% | $8,394-94.2% | $13,398-96.3% |