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 | $102,317-45.4% | $146,958-62.0% | $80,856-30.9% |
| Participation rate | 82.6% | 75.8%+6.8pp | 82.2%+0.5pp | 67.6%+15.0pp |
| Annual return | 11.46% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $450 | $3,713-87.9% | $4,933-90.9% | $2,755-83.7% |
| Participant deferral / active EE | $2,326 | $6,644-65.0% | $8,070-71.2% | $4,296-45.9% |
| Admin fee / account holder | $1,295 | $7,941-83.7% | $12,998-90.0% | $6,918-81.3% |