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 9-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 | $4,374 | $82,032-94.7% | $123,104-96.4% | $59,632-92.7% |
| Participation rate | 80.9% | 83.2%-2.4pp | 86.8%-5.9pp | 68.7%+12.2pp |
| Annual return | -6.63% | 5.12%-11.7pp | 13.22%-19.8pp | 2041.28%-2047.9pp |
| Employer contribution / active EE | $335 | $3,297-89.8% | $5,151-93.5% | $2,203-84.8% |
| Participant deferral / active EE | $1,849 | $4,667-60.4% | $6,230-70.3% | $3,192-42.1% |
| Admin fee / account holder | $347 | $5,881-94.1% | $9,015-96.2% | $4,297-91.9% |