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 | $25,580 | $67,411-62.1% | $91,001-71.9% | $70,131-63.5% |
| Participation rate | 80.0% | 71.4%+8.6pp | 75.6%+4.4pp | 69.5%+10.5pp |
| Annual return | 11.84% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $180 | $1,786-89.9% | $2,456-92.7% | $2,342-92.3% |
| Participant deferral / active EE | $476 | $2,823-83.1% | $3,547-86.6% | $3,332-85.7% |
| Admin fee / account holder | $3,045 | $4,236-28.1% | $5,417-43.8% | $4,645-34.5% |