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 | $19,140 | $72,492-73.6% | $87,100-78.0% | $72,985-73.8% |
| Participation rate | 80.2% | 72.8%+7.4pp | 76.9%+3.4pp | 69.5%+10.8pp |
| Annual return | 7.54% | 24.46%-16.9pp | 28.19%-20.7pp | 81.00%-73.5pp |
| Employer contribution / active EE | $348 | $1,894-81.6% | $2,521-86.2% | $2,440-85.7% |
| Participant deferral / active EE | $524 | $3,270-84.0% | $4,049-87.0% | $3,607-85.5% |
| Admin fee / account holder | $2,452 | $5,055-51.5% | $7,497-67.3% | $5,124-52.2% |