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 | $28,125 | $76,552-63.3% | $123,892-77.3% | $62,891-55.3% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $445 | $2,883-84.6% | $4,617-90.4% | $2,281-80.5% |
| Participant deferral / active EE | $1,928 | $4,840-60.2% | $5,984-67.8% | $3,203-39.8% |
| Admin fee / account holder | $2,473 | $4,826-48.7% | $8,357-70.4% | $4,296-42.4% |