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 | $79,747 | $56,110+42.1% | $94,993-16.0% | $70,131+13.7% |
| Participation rate | 78.7% | 65.0%+13.7pp | 73.9%+4.8pp | 69.5%+9.2pp |
| Annual return | 7.22% | 51.02%-43.8pp | 27.12%-19.9pp | 73.14%-65.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $715 | $2,391-70.1% | $3,317-78.4% | $3,332-78.5% |
| Admin fee / account holder | $1,112 | $3,456-67.8% | $4,960-77.6% | $4,645-76.1% |