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 | $16,780 | $54,705-69.3% | $71,209-76.4% | $84,808-80.2% |
| Participation rate | 75.9% | 64.1%+11.8pp | 73.8%+2.1pp | 68.3%+7.6pp |
| Annual return | 7.41% | 35.90%-28.5pp | 282.51%-275.1pp | 40.90%-33.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $252 | $3,030-91.7% | $4,175-94.0% | $4,212-94.0% |
| Admin fee / account holder | $435 | $4,863-91.1% | $5,349-91.9% | $7,344-94.1% |