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 | $28,371 | $109,881-74.2% | $150,045-81.1% | $84,808-66.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 8.47% | 28.25%-19.8pp | 62.55%-54.1pp | 40.90%-32.4pp |
| Employer contribution / active EE | $256 | $3,561-92.8% | $4,693-94.5% | $2,631-90.3% |
| Participant deferral / active EE | $389 | $6,636-94.1% | $7,997-95.1% | $4,212-90.8% |
| Admin fee / account holder | $1,108 | $8,568-87.1% | $13,435-91.8% | $7,344-84.9% |