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 6-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 | $1,847 | $175,202-98.9% | $149,673-98.8% | $139,434-98.7% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 4.67% | 166.71%-162.0pp | 134.42%-129.7pp | 372.94%-368.3pp |
| Employer contribution / active EE | $637 | $5,474-88.4% | $4,818-86.8% | $4,751-86.6% |
| Participant deferral / active EE | $694 | $6,519-89.4% | $5,680-87.8% | $6,710-89.7% |
| Admin fee / account holder | $685 | $16,150-95.8% | $13,210-94.8% | $11,403-94.0% |