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 3-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 | $137,690 | $133,922+2.8% | $116,228+18.5% | $142,382-3.3% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.6%+3.2pp | 80.1%-2.3pp |
| Annual return | 9.14% | 147.76%-138.6pp | 90.06%-80.9pp | 217.08%-207.9pp |
| Employer contribution / active EE | $199 | $3,446-94.2% | $2,994-93.3% | $4,299-95.4% |
| Participant deferral / active EE | $1,272 | $5,672-77.6% | $4,953-74.3% | $6,507-80.4% |
| Admin fee / account holder | $2,887 | $14,945-80.7% | $11,989-75.9% | $12,624-77.1% |