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 8-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 | $18,044 | $202,318-91.1% | $172,739-89.6% | $152,861-88.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.57% | 1029.65%-1026.1pp | 802.84%-799.3pp | 345.32%-341.7pp |
| Employer contribution / active EE | $738 | $5,856-87.4% | $5,143-85.6% | $4,762-84.5% |
| Participant deferral / active EE | $1,145 | $5,948-80.8% | $5,198-78.0% | $5,850-80.4% |
| Admin fee / account holder | $1,290 | $17,109-92.5% | $13,954-90.8% | $11,596-88.9% |