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 3-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 | $3,492 | $183,519-98.1% | $155,509-97.8% | $145,922-97.6% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.1pp | 80.3%+1.0pp |
| Annual return | 1.65% | 61.17%-59.5pp | 64.67%-63.0pp | 561.29%-559.6pp |
| Employer contribution / active EE | $699 | $5,313-86.8% | $4,672-85.0% | $4,660-85.0% |
| Participant deferral / active EE | $1,200 | $6,462-81.4% | $5,626-78.7% | $6,688-82.1% |
| Admin fee / account holder | $1,708 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |