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 5-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 | $8,027 | $214,378-96.3% | $200,582-96.0% | $142,382-94.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -17.79% | 46.41%-64.2pp | 42.33%-60.1pp | 217.08%-234.9pp |
| Employer contribution / active EE | $1,012 | $6,841-85.2% | $6,419-84.2% | $4,299-76.5% |
| Participant deferral / active EE | $2,501 | $9,865-74.6% | $9,331-73.2% | $6,507-61.6% |
| Admin fee / account holder | $2,076 | $17,692-88.3% | $16,305-87.3% | $12,624-83.6% |