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 6-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 | $18,012 | $86,929-79.3% | $102,423-82.4% | $80,856-77.7% |
| Participation rate | 71.8% | 72.4%-0.5pp | 76.5%-4.7pp | 67.6%+4.2pp |
| Annual return | 9.70% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $537 | $2,369-77.3% | $3,023-82.2% | $2,755-80.5% |
| Participant deferral / active EE | $1,614 | $4,118-60.8% | $5,053-68.1% | $4,296-62.4% |
| Admin fee / account holder | $1,350 | $8,049-83.2% | $9,451-85.7% | $6,918-80.5% |