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 | $40,650 | $117,841-65.5% | $102,423-60.3% | $145,922-72.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 7.40% | 31.65%-24.2pp | 29.32%-21.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $831 | $3,615-77.0% | $3,023-72.5% | $4,660-82.2% |
| Participant deferral / active EE | $886 | $5,731-84.5% | $5,053-82.5% | $6,688-86.8% |
| Admin fee / account holder | $1,618 | $13,326-87.9% | $9,451-82.9% | $13,397-87.9% |