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 | $6,032 | $68,719-91.2% | $91,541-93.4% | $84,808-92.9% |
| Participation rate | 95.2% | 64.5%+30.7pp | 69.8%+25.5pp | 68.3%+26.9pp |
| Annual return | 3.65% | 19.12%-15.5pp | 20.50%-16.9pp | 40.90%-37.3pp |
| Employer contribution / active EE | $240 | $1,920-87.5% | $2,505-90.4% | $2,631-90.9% |
| Participant deferral / active EE | $1,084 | $3,136-65.4% | $4,008-73.0% | $4,212-74.3% |
| Admin fee / account holder | $901 | $5,786-84.4% | $6,956-87.1% | $7,344-87.7% |