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 | $202,213 | $202,318-0.1% | $172,739+17.1% | $152,861+32.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.28% | 1029.65%-1029.4pp | 802.84%-802.6pp | 345.32%-345.0pp |
| Employer contribution / active EE | $1,120 | $5,856-80.9% | $5,143-78.2% | $4,762-76.5% |
| Participant deferral / active EE | $1,075 | $5,948-81.9% | $5,198-79.3% | $5,850-81.6% |
| Admin fee / account holder | $12,500 | $17,109-26.9% | $13,954-10.4% | $11,596+7.8% |