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 | $102,382-86.3% | $147,005-90.4% | $80,874-82.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 8.35% | 134.89%-126.5pp | 418.76%-410.4pp | 35.62%-27.3pp |
| Employer contribution / active EE | $6 | $3,715-99.8% | $4,934-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $7 | $6,646-99.9% | $8,070-99.9% | $4,297-99.8% |
| Admin fee / account holder | $3,776 | $7,942-52.5% | $13,006-71.0% | $6,935-45.6% |