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 | $30,917 | $198,466-84.4% | $170,442-81.9% | $147,584-79.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.57% | 257.29%-248.7pp | 205.93%-197.4pp | 578.55%-570.0pp |
| Employer contribution / active EE | $707 | $6,184-88.6% | $5,433-87.0% | $4,876-85.5% |
| Participant deferral / active EE | $1,344 | $5,629-76.1% | $4,939-72.8% | $5,439-75.3% |
| Admin fee / account holder | $2,110 | $16,852-87.5% | $13,880-84.8% | $10,885-80.6% |