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 | $81,544 | $148,534-45.1% | $135,903-40.0% | $139,434-41.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.08% | 79.19%-67.1pp | 68.23%-56.2pp | 372.94%-360.9pp |
| Employer contribution / active EE | $970 | $5,243-81.5% | $4,856-80.0% | $4,751-79.6% |
| Participant deferral / active EE | $270 | $8,100-96.7% | $7,758-96.5% | $6,710-96.0% |
| Admin fee / account holder | $1,254 | $12,400-89.9% | $10,762-88.3% | $11,403-89.0% |