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 | $25,722 | $59,805-57.0% | $79,550-67.7% | $68,494-62.4% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.5%+6.5pp | 67.9%+8.1pp |
| Annual return | -21.02% | -12.30%-8.7pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $236 | $1,505-84.3% | $2,413-90.2% | $2,596-90.9% |
| Participant deferral / active EE | $850 | $3,024-71.9% | $3,985-78.7% | $4,027-78.9% |
| Admin fee / account holder | $747 | $4,835-84.6% | $6,832-89.1% | $5,403-86.2% |