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 | $11,045 | $67,411-83.6% | $91,001-87.9% | $70,131-84.3% |
| Participation rate | 86.7% | 71.4%+15.3pp | 75.6%+11.1pp | 69.5%+17.1pp |
| Annual return | 9.31% | -40.16%+49.5pp | 4.60%+4.7pp | 73.14%-63.8pp |
| Employer contribution / active EE | $61 | $1,786-96.6% | $2,456-97.5% | $2,342-97.4% |
| Participant deferral / active EE | $407 | $2,823-85.6% | $3,547-88.5% | $3,332-87.8% |
| Admin fee / account holder | $720 | $4,236-83.0% | $5,417-86.7% | $4,645-84.5% |