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 | $104,861 | $209,336-49.9% | $197,124-46.8% | $137,256-23.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.97% | 48.09%-42.1pp | 44.34%-38.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $889 | $6,591-86.5% | $6,227-85.7% | $4,156-78.6% |
| Participant deferral / active EE | $1,942 | $9,614-79.8% | $9,135-78.7% | $6,407-69.7% |
| Admin fee / account holder | $2,520 | $17,308-85.4% | $16,298-84.5% | $12,270-79.5% |