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 | $142,903 | $127,065+12.5% | $113,168+26.3% | $142,382+0.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 9.82% | 24.03%-14.2pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $319 | $3,442-90.7% | $2,975-89.3% | $4,299-92.6% |
| Participant deferral / active EE | $1,274 | $5,716-77.7% | $5,107-75.1% | $6,507-80.4% |
| Admin fee / account holder | $2,590 | $15,736-83.5% | $12,068-78.5% | $12,624-79.5% |