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 | $67,353 | $91,538-26.4% | $129,995-48.2% | $75,163-10.4% |
| Participation rate | 80.8% | 71.4%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 11.34% | -631.11%+642.5pp | -137.18%+148.5pp | 160.62%-149.3pp |
| Employer contribution / active EE | $646 | $2,845-77.3% | $4,320-85.0% | $2,670-75.8% |
| Participant deferral / active EE | $1,660 | $4,341-61.8% | $5,820-71.5% | $4,125-59.8% |
| Admin fee / account holder | $5,250 | $6,790-22.7% | $10,614-50.5% | $5,651-7.1% |