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 | $55,884 | $102,382-45.4% | $147,005-62.0% | $80,874-30.9% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.4pp | 67.6%+15.0pp |
| Annual return | 11.46% | 134.89%-123.4pp | 418.76%-407.3pp | 35.62%-24.2pp |
| Employer contribution / active EE | $450 | $3,715-87.9% | $4,934-90.9% | $2,756-83.7% |
| Participant deferral / active EE | $2,326 | $6,646-65.0% | $8,070-71.2% | $4,297-45.9% |
| Admin fee / account holder | $1,295 | $7,942-83.7% | $13,006-90.0% | $6,935-81.3% |