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 | $108,057 | $171,865-37.1% | $149,718-27.8% | $147,584-26.8% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 8.65% | 2113.22%-2104.6pp | 1501.63%-1493.0pp | 578.55%-569.9pp |
| Employer contribution / active EE | $966 | $6,275-84.6% | $5,445-82.3% | $4,876-80.2% |
| Participant deferral / active EE | $1,988 | $7,271-72.7% | $6,569-69.7% | $5,439-63.5% |
| Admin fee / account holder | $8,977 | $13,799-34.9% | $11,283-20.4% | $10,885-17.5% |