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 | $12,103 | $63,346-80.9% | $92,233-86.9% | $70,131-82.7% |
| Participation rate | 77.9% | 68.7%+9.3pp | 76.5%+1.5pp | 69.5%+8.4pp |
| Annual return | 11.78% | 530.12%-518.3pp | 176.28%-164.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $369 | $2,471-85.1% | $3,679-90.0% | $2,342-84.3% |
| Participant deferral / active EE | $737 | $2,854-74.2% | $3,897-81.1% | $3,332-77.9% |
| Admin fee / account holder | $1,894 | $3,840-50.7% | $5,194-63.5% | $4,645-59.2% |