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 | $40,995 | $89,355-54.1% | $141,162-71.0% | $72,985-43.8% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 2.76% | 111.85%-109.1pp | 71.39%-68.6pp | 81.00%-78.2pp |
| Employer contribution / active EE | $216 | $3,114-93.1% | $4,735-95.4% | $2,440-91.1% |
| Participant deferral / active EE | $2,163 | $5,418-60.1% | $6,709-67.8% | $3,607-40.0% |
| Admin fee / account holder | $2,910 | $5,958-51.2% | $10,261-71.6% | $5,124-43.2% |