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 | $19,139 | $100,041-80.9% | $149,718-87.2% | $70,131-72.7% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.1%+6.3pp | 69.5%+23.8pp |
| Annual return | 10.24% | 27.43%-17.2pp | 1501.63%-1491.4pp | 73.14%-62.9pp |
| Employer contribution / active EE | $543 | $3,662-85.2% | $5,445-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $1,044 | $4,983-79.1% | $6,569-84.1% | $3,332-68.7% |
| Admin fee / account holder | $1,290 | $8,286-84.4% | $11,283-88.6% | $4,645-72.2% |