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 7-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 | $17,582 | $60,349-70.9% | $74,183-76.3% | $62,891-72.0% |
| Participation rate | 75.8% | 72.7%+3.0pp | 76.6%-0.9pp | 69.3%+6.5pp |
| Annual return | -2.45% | 21.37%-23.8pp | 17.74%-20.2pp | 20.14%-22.6pp |
| Employer contribution / active EE | $320 | $1,680-80.9% | $2,370-86.5% | $2,281-86.0% |
| Participant deferral / active EE | $851 | $2,856-70.2% | $3,550-76.0% | $3,203-73.4% |
| Admin fee / account holder | $375 | $4,261-91.2% | $5,586-93.3% | $4,296-91.3% |