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 | $52,945 | $142,344-62.8% | $119,609-55.7% | $134,475-60.6% |
| Participation rate | 78.3% | 82.8%-4.6pp | 79.3%-1.0pp | 81.2%-3.0pp |
| Annual return | -25.13% | -12.44%-12.7pp | -14.97%-10.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,419 | $6,469-78.1% | $5,602-74.7% | $6,400-77.8% |
| Admin fee / account holder | $2,747 | $13,584-79.8% | $10,323-73.4% | $11,426-76.0% |