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 | $47,680 | $99,652-52.2% | $78,778-39.5% | $147,584-67.7% |
| Participation rate | 87.0% | 76.2%+10.7pp | 69.2%+17.8pp | 82.8%+4.1pp |
| Annual return | 3.48% | 47.28%-43.8pp | 35.62%-32.1pp | 578.55%-575.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $377 | $3,664-89.7% | $2,958-87.2% | $5,439-93.1% |
| Admin fee / account holder | $347 | $7,155-95.1% | $5,134-93.2% | $10,885-96.8% |