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 | $47,991 | $198,466-75.8% | $170,442-71.8% | $147,584-67.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 3.45% | 257.29%-253.8pp | 205.93%-202.5pp | 578.55%-575.1pp |
| Employer contribution / active EE | $571 | $6,184-90.8% | $5,433-89.5% | $4,876-88.3% |
| Participant deferral / active EE | $598 | $5,629-89.4% | $4,939-87.9% | $5,439-89.0% |
| Admin fee / account holder | $9,760 | $16,852-42.1% | $13,880-29.7% | $10,885-10.3% |