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 | $42,072 | $144,119-70.8% | $117,854-64.3% | $147,584-71.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 79.7%-8.2pp | 82.8%-11.4pp |
| Annual return | 6.44% | 531.15%-524.7pp | 335.08%-328.6pp | 578.55%-572.1pp |
| Employer contribution / active EE | $469 | $4,896-90.4% | $3,786-87.6% | $4,876-90.4% |
| Participant deferral / active EE | $938 | $5,316-82.4% | $4,482-79.1% | $5,439-82.8% |
| Admin fee / account holder | $4,633 | $10,886-57.4% | $8,020-42.2% | $10,885-57.4% |