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 | $108,265 | $148,978-27.3% | $200,582-46.0% | $84,808+27.7% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 12.65% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,248 | $4,815-74.1% | $6,419-80.6% | $2,631-52.6% |
| Participant deferral / active EE | $2,441 | $7,142-65.8% | $9,331-73.8% | $4,212-42.0% |
| Admin fee / account holder | $955 | $13,977-93.2% | $16,305-94.1% | $7,344-87.0% |