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 8-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 | $60,889 | $73,933-17.6% | $96,683-37.0% | $75,163-19.0% |
| Participation rate | 81.1% | 66.4%+14.7pp | 74.3%+6.7pp | 67.2%+13.9pp |
| Annual return | -11.14% | 26.70%-37.8pp | 35.69%-46.8pp | 160.62%-171.8pp |
| Employer contribution / active EE | $715 | $2,928-75.6% | $3,737-80.9% | $2,670-73.2% |
| Participant deferral / active EE | $1,296 | $3,659-64.6% | $4,878-73.4% | $4,125-68.6% |
| Admin fee / account holder | $1,676 | $5,216-67.9% | $6,730-75.1% | $5,651-70.3% |