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 | $31,636 | $78,422-59.7% | $95,952-67.0% | $79,858-60.4% |
| Participation rate | 90.6% | 73.5%+17.1pp | 77.1%+13.6pp | 69.6%+21.0pp |
| Annual return | 9.92% | 19.37%-9.5pp | 91.61%-81.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $375 | $1,945-80.7% | $2,541-85.3% | $2,471-84.8% |
| Participant deferral / active EE | $1,337 | $3,440-61.1% | $4,167-67.9% | $3,740-64.2% |
| Admin fee / account holder | $953 | $5,622-83.0% | $6,795-86.0% | $5,306-82.0% |