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 | $29,751 | $48,076-38.1% | $78,689-62.2% | $62,891-52.7% |
| Participation rate | 83.3% | 65.2%+18.1pp | 73.6%+9.8pp | 69.3%+14.0pp |
| Annual return | 0.94% | 31.35%-30.4pp | 62.18%-61.2pp | 20.14%-19.2pp |
| Employer contribution / active EE | $62 | $2,015-96.9% | $2,851-97.8% | $2,281-97.3% |
| Participant deferral / active EE | $96 | $2,588-96.3% | $3,517-97.3% | $3,203-97.0% |
| Admin fee / account holder | $461 | $3,207-85.6% | $4,510-89.8% | $4,296-89.3% |