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 9-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 | $21,054 | $77,145-72.7% | $108,410-80.6% | $85,850-75.5% |
| Participation rate | 71.4% | 74.7%-3.2pp | 80.1%-8.7pp | 69.3%+2.1pp |
| Annual return | 11.87% | 44.54%-32.7pp | 905.27%-893.4pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,410 | $5,566-74.7% | $6,563-78.5% | $3,952-64.3% |
| Admin fee / account holder | $1,288 | $5,172-75.1% | $7,295-82.3% | $6,260-79.4% |