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 | $94,726 | $154,228-38.6% | $145,433-34.9% | $137,256-31.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.71% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $240 | $4,804-95.0% | $4,554-94.7% | $4,156-94.2% |
| Participant deferral / active EE | $840 | $8,216-89.8% | $7,897-89.4% | $6,407-86.9% |
| Admin fee / account holder | $1,427 | $14,344-90.0% | $13,129-89.1% | $12,270-88.4% |