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 | $37,760 | $176,056-78.6% | $159,436-76.3% | $167,490-77.5% |
| Participation rate | 76.2% | 84.9%-8.8pp | 82.8%-6.6pp | 82.1%-5.9pp |
| Annual return | 6.57% | 331.75%-325.2pp | 263.57%-257.0pp | 478.56%-472.0pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,024 | $7,750-73.9% | $7,352-72.5% | $6,341-68.1% |
| Admin fee / account holder | $1,590 | $12,554-87.3% | $10,799-85.3% | $12,309-87.1% |