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 | $28,186 | $117,841-76.1% | $102,423-72.5% | $145,922-80.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.48% | 31.65%-27.2pp | 29.32%-24.8pp | 561.29%-556.8pp |
| Employer contribution / active EE | $502 | $3,615-86.1% | $3,023-83.4% | $4,660-89.2% |
| Participant deferral / active EE | $1,563 | $5,731-72.7% | $5,053-69.1% | $6,688-76.6% |
| Admin fee / account holder | $1,839 | $13,326-86.2% | $9,451-80.5% | $13,397-86.3% |