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 | $125,054 | $177,572-29.6% | $154,803-19.2% | $142,382-12.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.50% | 65.07%-58.6pp | 58.88%-52.4pp | 217.08%-210.6pp |
| Employer contribution / active EE | $333 | $4,810-93.1% | $4,305-92.3% | $4,299-92.2% |
| Participant deferral / active EE | $382 | $6,272-93.9% | $5,540-93.1% | $6,507-94.1% |
| Admin fee / account holder | $34,152 | $16,786+103.5% | $14,329+138.3% | $12,624+170.5% |