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 | $202,758 | $202,432+0.2% | $169,368+19.7% | $139,434+45.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.17% | 531.74%-523.6pp | 405.60%-397.4pp | 372.94%-364.8pp |
| Employer contribution / active EE | $154 | $4,692-96.7% | $4,013-96.2% | $4,751-96.8% |
| Participant deferral / active EE | $808 | $6,938-88.4% | $6,221-87.0% | $6,710-88.0% |
| Admin fee / account holder | $719 | $10,708-93.3% | $9,003-92.0% | $11,403-93.7% |