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 | $139,721 | $214,378-34.8% | $200,582-30.3% | $142,382-1.9% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 10.23% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $716 | $6,841-89.5% | $6,419-88.8% | $4,299-83.3% |
| Participant deferral / active EE | $2,751 | $9,865-72.1% | $9,331-70.5% | $6,507-57.7% |
| Admin fee / account holder | $14,238 | $17,692-19.5% | $16,305-12.7% | $12,624+12.8% |