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 | $86,922-69.9% | $102,438-74.4% | $80,874-67.6% |
| Participation rate | 78.2% | 72.4%+5.8pp | 76.5%+1.7pp | 67.6%+10.5pp |
| Annual return | 8.61% | 18.90%-10.3pp | 29.37%-20.8pp | 35.62%-27.0pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,699 | $4,119-58.8% | $5,054-66.4% | $4,297-60.5% |
| Admin fee / account holder | $2,818 | $8,050-65.0% | $9,448-70.2% | $6,935-59.4% |