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 | $20,238 | $77,634-73.9% | $156,549-87.1% | $62,891-67.8% |
| Participation rate | 73.1% | 71.2%+1.9pp | 84.0%-10.9pp | 69.3%+3.8pp |
| Annual return | 0.49% | 50.32%-49.8pp | 32.23%-31.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $324 | $3,444-90.6% | $5,501-94.1% | $2,281-85.8% |
| Participant deferral / active EE | $817 | $3,045-73.2% | $4,871-83.2% | $3,203-74.5% |
| Admin fee / account holder | $2,311 | $5,561-58.4% | $13,027-82.3% | $4,296-46.2% |