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 | $28,819 | $67,411-57.2% | $91,001-68.3% | $70,131-58.9% |
| Participation rate | 70.0% | 71.4%-1.4pp | 75.6%-5.6pp | 69.5%+0.5pp |
| Annual return | 12.17% | -40.16%+52.3pp | 4.60%+7.6pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,229 | $2,823-56.5% | $3,547-65.4% | $3,332-63.1% |
| Admin fee / account holder | $1,693 | $4,236-60.0% | $5,417-68.7% | $4,645-63.5% |