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 | $26,702 | $181,894-85.3% | $156,549-82.9% | $273,961-90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.18% | 30.74%-29.6pp | 32.23%-31.0pp | 41.45%-40.3pp |
| Employer contribution / active EE | $1,111 | $6,248-82.2% | $5,501-79.8% | $4,869-77.2% |
| Participant deferral / active EE | $584 | $5,550-89.5% | $4,871-88.0% | $5,287-89.0% |
| Admin fee / account holder | $1,077 | $15,559-93.1% | $13,027-91.7% | $10,132-89.4% |