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 | $26,193 | $86,929-69.9% | $102,423-74.4% | $80,856-67.6% |
| Participation rate | 78.2% | 72.4%+5.8pp | 76.5%+1.7pp | 67.6%+10.5pp |
| Annual return | 8.61% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,699 | $4,118-58.7% | $5,053-66.4% | $4,296-60.5% |
| Admin fee / account holder | $2,818 | $8,049-65.0% | $9,451-70.2% | $6,918-59.3% |