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 | $6,703 | $102,317-93.4% | $146,958-95.4% | $80,856-91.7% |
| Participation rate | 84.3% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 6.18% | 134.76%-128.6pp | 418.34%-412.2pp | 35.59%-29.4pp |
| Employer contribution / active EE | $383 | $3,713-89.7% | $4,933-92.2% | $2,755-86.1% |
| Participant deferral / active EE | $668 | $6,644-90.0% | $8,070-91.7% | $4,296-84.5% |
| Admin fee / account holder | $1,404 | $7,941-82.3% | $12,998-89.2% | $6,918-79.7% |