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 | $13,967 | $47,848-70.8% | $81,478-82.9% | $70,131-80.1% |
| Participation rate | 76.7% | 58.3%+18.4pp | 68.0%+8.7pp | 69.5%+7.1pp |
| Annual return | 9.27% | 27.25%-18.0pp | 38.78%-29.5pp | 73.14%-63.9pp |
| Employer contribution / active EE | $169 | $1,527-88.9% | $2,568-93.4% | $2,342-92.8% |
| Participant deferral / active EE | $253 | $2,453-89.7% | $3,537-92.9% | $3,332-92.4% |
| Admin fee / account holder | $7,784 | $3,145+147.5% | $4,561+70.7% | $4,645+67.6% |