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 | $2,115 | $111,535-98.1% | $105,223-98.0% | $137,256-98.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.0%+8.3pp | 80.0%+3.4pp |
| Annual return | 1.70% | 237.85%-236.2pp | 180.65%-179.0pp | 220.34%-218.6pp |
| Employer contribution / active EE | $332 | $3,939-91.6% | $3,689-91.0% | $4,156-92.0% |
| Participant deferral / active EE | $332 | $5,500-94.0% | $5,072-93.5% | $6,407-94.8% |
| Admin fee / account holder | $476 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |