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 | $242,656 | $202,318+19.9% | $172,739+40.5% | $152,861+58.7% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | 5.57% | 1029.65%-1024.1pp | 802.84%-797.3pp | 345.32%-339.7pp |
| Employer contribution / active EE | $546 | $5,856-90.7% | $5,143-89.4% | $4,762-88.5% |
| Participant deferral / active EE | $716 | $5,948-88.0% | $5,198-86.2% | $5,850-87.8% |
| Admin fee / account holder | $6,307 | $17,109-63.1% | $13,954-54.8% | $11,596-45.6% |