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 | $77,325 | $197,591-60.9% | $177,821-56.5% | $158,922-51.3% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 5.73% | 58.76%-53.0pp | 48.32%-42.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,091 | $6,697-83.7% | $5,918-81.6% | $4,761-77.1% |
| Participant deferral / active EE | $2,364 | $8,405-71.9% | $7,714-69.4% | $5,982-60.5% |
| Admin fee / account holder | $3,736 | $15,399-75.7% | $12,427-69.9% | $11,246-66.8% |