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 7-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 | $3,093 | $110,094-97.2% | $151,611-98.0% | $68,494-95.5% |
| Participation rate | 93.5% | 84.0%+9.5pp | 87.5%+6.0pp | 67.9%+25.6pp |
| Annual return | -27.49% | -10.12%-17.4pp | 3.33%-30.8pp | -7.84%-19.6pp |
| Employer contribution / active EE | $849 | $4,471-81.0% | $6,166-86.2% | $2,596-67.3% |
| Participant deferral / active EE | $1,040 | $6,527-84.1% | $8,363-87.6% | $4,027-74.2% |
| Admin fee / account holder | $721 | $7,719-90.7% | $11,616-93.8% | $5,403-86.7% |