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 | $56,934 | $149,734-62.0% | $118,925-52.1% | $158,922-64.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 2.33% | 19.95%-17.6pp | 35.88%-33.6pp | 302.83%-300.5pp |
| Employer contribution / active EE | $332 | $4,115-91.9% | $3,263-89.8% | $4,761-93.0% |
| Participant deferral / active EE | $326 | $5,223-93.8% | $4,265-92.4% | $5,982-94.6% |
| Admin fee / account holder | $467 | $8,603-94.6% | $6,581-92.9% | $11,246-95.9% |