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 | $10,226 | $177,572-94.2% | $154,803-93.4% | $142,382-92.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 5.23% | 65.07%-59.8pp | 58.88%-53.7pp | 217.08%-211.8pp |
| Employer contribution / active EE | $331 | $4,810-93.1% | $4,305-92.3% | $4,299-92.3% |
| Participant deferral / active EE | $499 | $6,272-92.0% | $5,540-91.0% | $6,507-92.3% |
| Admin fee / account holder | $1,312 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |