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 | $17,617 | $152,587-88.5% | $125,175-85.9% | $152,861-88.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.10% | 54.84%-50.7pp | 43.79%-39.7pp | 345.32%-341.2pp |
| Employer contribution / active EE | $880 | $4,946-82.2% | $3,865-77.2% | $4,762-81.5% |
| Participant deferral / active EE | $612 | $5,868-89.6% | $4,937-87.6% | $5,850-89.5% |
| Admin fee / account holder | $1,432 | $13,434-89.3% | $9,702-85.2% | $11,596-87.7% |