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 | $20,840 | $167,307-87.5% | $143,757-85.5% | $134,475-84.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -28.39% | 0.46%-28.8pp | -0.04%-28.3pp | 417.96%-446.4pp |
| Employer contribution / active EE | $1,114 | $5,619-80.2% | $4,951-77.5% | $4,740-76.5% |
| Participant deferral / active EE | $2,037 | $6,446-68.4% | $5,637-63.9% | $6,400-68.2% |
| Admin fee / account holder | $1,114 | $18,088-93.8% | $14,673-92.4% | $11,426-90.3% |