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 5-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 | $61,021 | $183,592-66.8% | $155,567-60.8% | $145,959-58.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -8.88% | 61.24%-70.1pp | 64.74%-73.6pp | 561.95%-570.8pp |
| Employer contribution / active EE | $730 | $5,315-86.3% | $4,674-84.4% | $4,661-84.3% |
| Participant deferral / active EE | $1,277 | $6,464-80.2% | $5,628-77.3% | $6,689-80.9% |
| Admin fee / account holder | $4,733 | $19,318-75.5% | $15,916-70.3% | $13,398-64.7% |