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 | $90,860 | $159,602-43.1% | $150,045-39.4% | $142,382-36.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.03% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $160 | $4,961-96.8% | $4,693-96.6% | $4,299-96.3% |
| Participant deferral / active EE | $833 | $8,310-90.0% | $7,997-89.6% | $6,507-87.2% |
| Admin fee / account holder | $725 | $14,846-95.1% | $13,435-94.6% | $12,624-94.3% |