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 7-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 | $38,790 | $48,274-19.6% | $63,517-38.9% | $59,632-35.0% |
| Participation rate | 79.5% | 66.3%+13.2pp | 71.0%+8.5pp | 68.7%+10.8pp |
| Annual return | -3.43% | -240.79%+237.4pp | -70.30%+66.9pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $139 | $1,586-91.2% | $2,322-94.0% | $2,203-93.7% |
| Participant deferral / active EE | $714 | $2,343-69.5% | $2,953-75.8% | $3,192-77.6% |
| Admin fee / account holder | $5,669 | $3,600+57.5% | $5,892-3.8% | $4,297+31.9% |