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 | $4,701 | $94,338-95.0% | $100,534-95.3% | $142,382-96.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | -7.33% | 29.20%-36.5pp | 32.66%-40.0pp | 217.08%-224.4pp |
| Employer contribution / active EE | $854 | $4,237-79.9% | $4,346-80.4% | $4,299-80.1% |
| Participant deferral / active EE | $854 | $5,934-85.6% | $6,144-86.1% | $6,507-86.9% |
| Admin fee / account holder | $946 | $8,421-88.8% | $7,654-87.6% | $12,624-92.5% |