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 | $60,319 | $95,803-37.0% | $113,168-46.7% | $84,808-28.9% |
| Participation rate | 75.9% | 72.9%+3.0pp | 76.6%-0.7pp | 68.3%+7.6pp |
| Annual return | 8.88% | 25.00%-16.1pp | 24.27%-15.4pp | 40.90%-32.0pp |
| Employer contribution / active EE | $443 | $2,360-81.2% | $2,975-85.1% | $2,631-83.2% |
| Participant deferral / active EE | $1,813 | $4,242-57.3% | $5,107-64.5% | $4,212-57.0% |
| Admin fee / account holder | $6,268 | $8,989-30.3% | $12,068-48.1% | $7,344-14.6% |