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 | $16,675 | $65,703-74.6% | $94,224-82.3% | $59,632-72.0% |
| Participation rate | 72.7% | 72.1%+0.6pp | 78.8%-6.0pp | 68.7%+4.1pp |
| Annual return | -3.41% | 5.22%-8.6pp | 10.68%-14.1pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $135 | $2,021-93.3% | $3,587-96.2% | $2,203-93.9% |
| Participant deferral / active EE | $1,349 | $3,143-57.1% | $4,320-68.8% | $3,192-57.7% |
| Admin fee / account holder | $365 | $4,264-91.4% | $6,269-94.2% | $4,297-91.5% |