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 | $102,703 | $109,817-6.5% | $98,442+4.3% | $167,490-38.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.13% | 1956.69%-1947.6pp | 1492.73%-1483.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $140 | $3,224-95.7% | $2,960-95.3% | $4,837-97.1% |
| Participant deferral / active EE | $140 | $4,673-97.0% | $4,276-96.7% | $6,341-97.8% |
| Admin fee / account holder | $1,765 | $6,753-73.9% | $5,949-70.3% | $12,309-85.7% |