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 | $40,813 | $79,944-48.9% | $98,439-58.5% | $75,163-45.7% |
| Participation rate | 75.9% | 70.4%+5.5pp | 75.2%+0.7pp | 67.2%+8.7pp |
| Annual return | 12.09% | 19.75%-7.7pp | 21.16%-9.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,575 | $3,752-58.0% | $4,738-66.8% | $4,125-61.8% |
| Admin fee / account holder | $8,348 | $6,840+22.1% | $8,948-6.7% | $5,651+47.7% |