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 | $30,302 | $98,750-69.3% | $149,696-79.8% | $79,858-62.1% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.5%-10.3pp | 69.6%+2.5pp |
| Annual return | 6.68% | 27.43%-20.7pp | 276.60%-269.9pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,979 | $5,680-65.2% | $6,842-71.1% | $3,740-47.1% |
| Admin fee / account holder | $1,008 | $6,053-83.3% | $9,309-89.2% | $5,306-81.0% |