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 | $6,603 | $181,894-96.4% | $156,549-95.8% | $273,961-97.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 84.0%+10.7pp | 83.0%+11.7pp |
| Annual return | -0.72% | 30.74%-31.5pp | 32.23%-32.9pp | 41.45%-42.2pp |
| Employer contribution / active EE | $631 | $6,248-89.9% | $5,501-88.5% | $4,869-87.0% |
| Participant deferral / active EE | $760 | $5,550-86.3% | $4,871-84.4% | $5,287-85.6% |
| Admin fee / account holder | $1,674 | $15,559-89.2% | $13,027-87.1% | $10,132-83.5% |