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 | $200,193 | $183,963+8.8% | $162,163+23.5% | $152,861+31.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 6.56% | 150.76%-144.2pp | 115.59%-109.0pp | 345.32%-338.8pp |
| Employer contribution / active EE | $768 | $6,371-88.0% | $5,614-86.3% | $4,762-83.9% |
| Participant deferral / active EE | $877 | $8,034-89.1% | $7,298-88.0% | $5,850-85.0% |
| Admin fee / account holder | $483 | $13,121-96.3% | $10,843-95.5% | $11,596-95.8% |