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 | $54,613 | $201,272-72.9% | $184,203-70.4% | $145,922-62.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 9.57% | 29.00%-19.4pp | 28.81%-19.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,110 | $7,022-84.2% | $6,427-82.7% | $4,660-76.2% |
| Participant deferral / active EE | $1,506 | $9,806-84.6% | $9,131-83.5% | $6,688-77.5% |
| Admin fee / account holder | $837 | $16,364-94.9% | $13,901-94.0% | $13,397-93.8% |