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 | $86,101 | $135,952-36.7% | $123,892-30.5% | $273,961-68.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 2.88% | 56.63%-53.8pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $315 | $5,170-93.9% | $4,617-93.2% | $4,869-93.5% |
| Participant deferral / active EE | $1,160 | $6,343-81.7% | $5,984-80.6% | $5,287-78.1% |
| Admin fee / account holder | $1,401 | $9,817-85.7% | $8,357-83.2% | $10,132-86.2% |