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 | $13,011 | $98,240-86.8% | $82,313-84.2% | $147,584-91.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 8.02% | 30.85%-22.8pp | 25.88%-17.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $404 | $3,192-87.3% | $2,428-83.4% | $4,876-91.7% |
| Participant deferral / active EE | $404 | $4,383-90.8% | $3,706-89.1% | $5,439-92.6% |
| Admin fee / account holder | $719 | $8,563-91.6% | $5,608-87.2% | $10,885-93.4% |