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 | $124,425+14.9% | $112,040+27.5% | $137,256+4.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.82% | 24.72%-14.9pp | 24.52%-14.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $319 | $3,411-90.7% | $2,954-89.2% | $4,156-92.3% |
| Participant deferral / active EE | $1,274 | $5,718-77.7% | $5,098-75.0% | $6,407-80.1% |
| Admin fee / account holder | $2,590 | $15,207-83.0% | $12,098-78.6% | $12,270-78.9% |