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 9-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 | $44,067 | $210,648-79.1% | $177,989-75.2% | $145,922-69.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.96% | 385.86%-379.9pp | 294.48%-288.5pp | 561.29%-555.3pp |
| Employer contribution / active EE | $336 | $4,565-92.6% | $3,949-91.5% | $4,660-92.8% |
| Participant deferral / active EE | $336 | $6,958-95.2% | $6,276-94.7% | $6,688-95.0% |
| Admin fee / account holder | $836 | $12,013-93.0% | $10,363-91.9% | $13,397-93.8% |