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 | $96,673 | $76,367+26.6% | $93,606+3.3% | $72,985+32.5% |
| Participation rate | 81.8% | 71.7%+10.1pp | 75.8%+6.0pp | 69.5%+12.3pp |
| Annual return | 5.59% | 25.82%-20.2pp | 32.76%-27.2pp | 81.00%-75.4pp |
| Employer contribution / active EE | $164 | $2,275-92.8% | $2,718-94.0% | $2,440-93.3% |
| Participant deferral / active EE | $1,083 | $3,538-69.4% | $4,069-73.4% | $3,607-70.0% |
| Admin fee / account holder | $1,476 | $6,838-78.4% | $7,888-81.3% | $5,124-71.2% |