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 | $10,183 | $94,625-89.2% | $116,228-91.2% | $84,808-88.0% |
| Participation rate | 73.5% | 70.4%+3.1pp | 74.6%-1.0pp | 68.3%+5.2pp |
| Annual return | 12.16% | 20.40%-8.2pp | 90.06%-77.9pp | 40.90%-28.7pp |
| Employer contribution / active EE | $397 | $2,347-83.1% | $2,994-86.7% | $2,631-84.9% |
| Participant deferral / active EE | $944 | $3,972-76.2% | $4,953-80.9% | $4,212-77.6% |
| Admin fee / account holder | $355 | $10,091-96.5% | $11,989-97.0% | $7,344-95.2% |