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 | $202,578 | $176,812+14.6% | $146,665+38.1% | $167,490+20.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 5.89% | 24.03%-18.1pp | 22.74%-16.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $989 | $5,160-80.8% | $4,136-76.1% | $4,837-79.6% |
| Participant deferral / active EE | $1,246 | $6,440-80.7% | $5,506-77.4% | $6,341-80.4% |
| Admin fee / account holder | $2,086 | $13,259-84.3% | $10,280-79.7% | $12,309-83.1% |