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 | $11,926 | $73,933-83.9% | $96,683-87.7% | $75,163-84.1% |
| Participation rate | 81.9% | 66.4%+15.5pp | 74.3%+7.6pp | 67.2%+14.7pp |
| Annual return | 12.33% | 26.70%-14.4pp | 35.69%-23.4pp | 160.62%-148.3pp |
| Employer contribution / active EE | $529 | $2,928-81.9% | $3,737-85.8% | $2,670-80.2% |
| Participant deferral / active EE | $1,056 | $3,659-71.1% | $4,878-78.4% | $4,125-74.4% |
| Admin fee / account holder | $505 | $5,216-90.3% | $6,730-92.5% | $5,651-91.1% |