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 | $27,078 | $171,865-84.2% | $149,718-81.9% | $147,584-81.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.85% | 2113.22%-2110.4pp | 1501.63%-1498.8pp | 578.55%-575.7pp |
| Employer contribution / active EE | $467 | $6,275-92.6% | $5,445-91.4% | $4,876-90.4% |
| Participant deferral / active EE | $1,727 | $7,271-76.3% | $6,569-73.7% | $5,439-68.3% |
| Admin fee / account holder | $833 | $13,799-94.0% | $11,283-92.6% | $10,885-92.3% |