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 | $119,614 | $111,535+7.2% | $105,223+13.7% | $137,256-12.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.46% | 237.85%-234.4pp | 180.65%-177.2pp | 220.34%-216.9pp |
| Employer contribution / active EE | $21 | $3,939-99.5% | $3,689-99.4% | $4,156-99.5% |
| Participant deferral / active EE | $127 | $5,500-97.7% | $5,072-97.5% | $6,407-98.0% |
| Admin fee / account holder | $9,034 | $9,721-7.1% | $8,859+2.0% | $12,270-26.4% |