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 | $98,932 | $162,781-39.2% | $133,956-26.1% | $158,922-37.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.79% | 41.94%-39.1pp | 45.09%-42.3pp | 302.83%-300.0pp |
| Employer contribution / active EE | $447 | $4,975-91.0% | $3,919-88.6% | $4,761-90.6% |
| Participant deferral / active EE | $447 | $5,911-92.4% | $5,048-91.1% | $5,982-92.5% |
| Admin fee / account holder | $602 | $11,736-94.9% | $8,927-93.3% | $11,246-94.6% |