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 8-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 | $14,069 | $102,317-86.2% | $146,958-90.4% | $80,856-82.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 8.35% | 134.76%-126.4pp | 418.34%-410.0pp | 35.59%-27.2pp |
| Employer contribution / active EE | $6 | $3,713-99.8% | $4,933-99.9% | $2,755-99.8% |
| Participant deferral / active EE | $7 | $6,644-99.9% | $8,070-99.9% | $4,296-99.8% |
| Admin fee / account holder | $3,776 | $7,941-52.5% | $12,998-71.0% | $6,918-45.4% |