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 | $14,048 | $202,318-93.1% | $172,739-91.9% | $152,861-90.8% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 4.41% | 1029.65%-1025.2pp | 802.84%-798.4pp | 345.32%-340.9pp |
| Employer contribution / active EE | $618 | $5,856-89.5% | $5,143-88.0% | $4,762-87.0% |
| Participant deferral / active EE | $1,899 | $5,948-68.1% | $5,198-63.5% | $5,850-67.5% |
| Admin fee / account holder | $410 | $17,109-97.6% | $13,954-97.1% | $11,596-96.5% |