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 | $21,594 | $109,881-80.3% | $150,045-85.6% | $84,808-74.5% |
| Participation rate | 71.9% | 76.1%-4.2pp | 82.3%-10.4pp | 68.3%+3.6pp |
| Annual return | 12.92% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $518 | $3,561-85.4% | $4,693-89.0% | $2,631-80.3% |
| Participant deferral / active EE | $1,310 | $6,636-80.3% | $7,997-83.6% | $4,212-68.9% |
| Admin fee / account holder | $1,604 | $8,568-81.3% | $13,435-88.1% | $7,344-78.2% |