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 | $42,178 | $95,803-56.0% | $113,168-62.7% | $84,808-50.3% |
| Participation rate | 76.7% | 72.9%+3.8pp | 76.6%+0.1pp | 68.3%+8.4pp |
| Annual return | 11.76% | 25.00%-13.2pp | 24.27%-12.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $228 | $2,360-90.4% | $2,975-92.4% | $2,631-91.4% |
| Participant deferral / active EE | $908 | $4,242-78.6% | $5,107-82.2% | $4,212-78.4% |
| Admin fee / account holder | $440 | $8,989-95.1% | $12,068-96.4% | $7,344-94.0% |