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 | $94,325 | $89,753+5.1% | $107,525-12.3% | $84,808+11.2% |
| Participation rate | 73.8% | 68.1%+5.7pp | 75.1%-1.3pp | 68.3%+5.5pp |
| Annual return | 4.86% | 29.48%-24.6pp | 181.32%-176.5pp | 40.90%-36.0pp |
| Employer contribution / active EE | $410 | $3,113-86.8% | $3,754-89.1% | $2,631-84.4% |
| Participant deferral / active EE | $502 | $4,056-87.6% | $5,116-90.2% | $4,212-88.1% |
| Admin fee / account holder | $13,614 | $7,222+88.5% | $8,919+52.6% | $7,344+85.4% |