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 | $24,955 | $105,998-76.5% | $92,233-72.9% | $147,584-83.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 8.39% | 50.05%-41.7pp | 176.28%-167.9pp | 578.55%-570.2pp |
| Employer contribution / active EE | $100 | $4,333-97.7% | $3,679-97.3% | $4,876-98.0% |
| Participant deferral / active EE | $450 | $4,478-89.9% | $3,897-88.4% | $5,439-91.7% |
| Admin fee / account holder | $11,152 | $6,332+76.1% | $5,194+114.7% | $10,885+2.4% |