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 | $34,993 | $65,365-46.5% | $92,893-62.3% | $72,985-52.1% |
| Participation rate | 90.0% | 68.3%+21.7pp | 76.0%+14.0pp | 69.5%+20.5pp |
| Annual return | 15.44% | 42.10%-26.7pp | 109.41%-94.0pp | 81.00%-65.6pp |
| Employer contribution / active EE | $442 | $2,594-83.0% | $3,653-87.9% | $2,440-81.9% |
| Participant deferral / active EE | $1,026 | $3,128-67.2% | $4,236-75.8% | $3,607-71.6% |
| Admin fee / account holder | $3,703 | $4,251-12.9% | $5,794-36.1% | $5,124-27.7% |