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 | $172,243 | $167,307+3.0% | $143,757+19.8% | $134,475+28.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -27.00% | 0.46%-27.5pp | -0.04%-27.0pp | 417.96%-445.0pp |
| Employer contribution / active EE | $72 | $5,619-98.7% | $4,951-98.6% | $4,740-98.5% |
| Participant deferral / active EE | $447 | $6,446-93.1% | $5,637-92.1% | $6,400-93.0% |
| Admin fee / account holder | $30,925 | $18,088+71.0% | $14,673+110.8% | $11,426+170.7% |