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 8-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 | $18,656 | $115,770-83.9% | $101,248-81.6% | $158,922-88.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.93% | 56.14%-50.2pp | 46.47%-40.5pp | 302.83%-296.9pp |
| Employer contribution / active EE | $508 | $4,175-87.8% | $3,660-86.1% | $4,761-89.3% |
| Participant deferral / active EE | $638 | $4,957-87.1% | $4,370-85.4% | $5,982-89.3% |
| Admin fee / account holder | $477 | $7,245-93.4% | $5,945-92.0% | $11,246-95.8% |