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 4-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 | $53,831 | $148,534-63.8% | $135,903-60.4% | $139,434-61.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.67% | 79.19%-73.5pp | 68.23%-62.6pp | 372.94%-367.3pp |
| Employer contribution / active EE | $87 | $5,243-98.3% | $4,856-98.2% | $4,751-98.2% |
| Participant deferral / active EE | $1,196 | $8,100-85.2% | $7,758-84.6% | $6,710-82.2% |
| Admin fee / account holder | $302,642 | $12,400+2340.7% | $10,762+2712.1% | $11,403+2554.2% |