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 | $44,560 | $52,580-15.3% | $71,671-37.8% | $70,131-36.5% |
| Participation rate | 71.4% | 60.9%+10.6pp | 68.7%+2.7pp | 69.5%+1.9pp |
| Annual return | 9.43% | 20.25%-10.8pp | 20.65%-11.2pp | 73.14%-63.7pp |
| Employer contribution / active EE | $211 | $1,616-86.9% | $2,460-91.4% | $2,342-91.0% |
| Participant deferral / active EE | $844 | $2,386-64.6% | $3,438-75.4% | $3,332-74.7% |
| Admin fee / account holder | $881 | $3,653-75.9% | $5,558-84.2% | $4,645-81.0% |