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.
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 | $137,139 | $60,165+127.9% | $74,183+84.9% | $55,167+148.6% |
| Participation rate | 97.4% | 74.2%+23.3pp | 76.6%+20.8pp | 69.0%+28.5pp |
| Annual return | -2.04% | 10.00%-12.0pp | 17.74%-19.8pp | 169.23%-171.3pp |
| Employer contribution / active EE | $148 | $1,600-90.8% | $2,370-93.8% | $1,963-92.5% |
| Participant deferral / active EE | $328 | $2,973-89.0% | $3,550-90.8% | $3,054-89.3% |
| Admin fee / account holder | $1,729 | $419+312.3% | $5,586-69.0% | $504+243.1% |