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 9-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 | $99,447 | $81,446+22.1% | $103,374-3.8% | $80,874+23.0% |
| Participation rate | 73.1% | 66.9%+6.2pp | 74.5%-1.4pp | 67.6%+5.4pp |
| Annual return | 5.73% | 25.57%-19.8pp | 24.89%-19.2pp | 35.62%-29.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,535 | $3,870-60.3% | $5,058-69.6% | $4,297-64.3% |
| Admin fee / account holder | $2,967 | $6,715-55.8% | $8,394-64.6% | $6,935-57.2% |