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 | $44,665 | $85,766-47.9% | $136,294-67.2% | $70,131-36.3% |
| Participation rate | 88.0% | 74.2%+13.8pp | 81.9%+6.1pp | 69.5%+18.5pp |
| Annual return | 10.80% | 31.45%-20.7pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $354 | $2,966-88.1% | $4,695-92.5% | $2,342-84.9% |
| Participant deferral / active EE | $911 | $5,051-82.0% | $6,247-85.4% | $3,332-72.7% |
| Admin fee / account holder | $3,052 | $5,420-43.7% | $9,243-67.0% | $4,645-34.3% |