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 | $130,917 | $114,047+14.8% | $96,139+36.2% | $167,490-21.8% |
| Participation rate | 81.8% | 75.1%+6.8pp | 68.4%+13.4pp | 82.1%-0.3pp |
| Annual return | 6.77% | 189.88%-183.1pp | 191.94%-185.2pp | 478.56%-471.8pp |
| Employer contribution / active EE | $267 | $3,427-92.2% | $2,797-90.5% | $4,837-94.5% |
| Participant deferral / active EE | $567 | $5,194-89.1% | $4,349-87.0% | $6,341-91.1% |
| Admin fee / account holder | $981 | $6,897-85.8% | $5,537-82.3% | $12,309-92.0% |