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 10-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 | $11,130 | $50,637-78.0% | $86,590-87.1% | $62,292-82.1% |
| Participation rate | 71.3% | 67.9%+3.4pp | 73.5%-2.2pp | 69.5%+1.8pp |
| Annual return | 8.50% | 20.80%-12.3pp | 964.84%-956.3pp | 28.90%-20.4pp |
| Employer contribution / active EE | $179 | $2,075-91.4% | $2,839-93.7% | $2,042-91.2% |
| Participant deferral / active EE | $788 | $2,611-69.8% | $3,609-78.2% | $3,169-75.1% |
| Admin fee / account holder | $4,614 | $413+1016.3% | $4,906-5.9% | $479+862.5% |