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 | $72,675 | $81,460-10.8% | $103,333-29.7% | $80,856-10.1% |
| Participation rate | 90.3% | 66.8%+23.5pp | 74.5%+15.8pp | 67.6%+22.7pp |
| Annual return | -2.95% | 25.55%-28.5pp | 24.88%-27.8pp | 35.59%-38.5pp |
| Employer contribution / active EE | $611 | $3,105-80.3% | $3,868-84.2% | $2,755-77.8% |
| Participant deferral / active EE | $1,425 | $3,869-63.2% | $5,057-71.8% | $4,296-66.8% |
| Admin fee / account holder | $1,301 | $6,566-80.2% | $8,355-84.4% | $6,918-81.2% |