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 | $34,482 | $124,281-72.3% | $109,143-68.4% | $167,490-79.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 9.13% | 26.04%-16.9pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $425 | $4,207-89.9% | $3,722-88.6% | $4,837-91.2% |
| Participant deferral / active EE | $895 | $5,255-83.0% | $4,653-80.8% | $6,341-85.9% |
| Admin fee / account holder | $2,258 | $7,970-71.7% | $6,752-66.6% | $12,309-81.7% |