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 | $70,370 | $152,587-53.9% | $125,175-43.8% | $152,861-54.0% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.4%-5.2pp |
| Annual return | -5.42% | 54.84%-60.3pp | 43.79%-49.2pp | 345.32%-350.7pp |
| Employer contribution / active EE | $632 | $4,946-87.2% | $3,865-83.7% | $4,762-86.7% |
| Participant deferral / active EE | $1,680 | $5,868-71.4% | $4,937-66.0% | $5,850-71.3% |
| Admin fee / account holder | $2,940 | $13,434-78.1% | $9,702-69.7% | $11,596-74.6% |