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 | $52,916 | $209,832-74.8% | $189,513-72.1% | $167,490-68.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.74% | 748.27%-739.5pp | 555.15%-546.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,444 | $6,914-79.1% | $6,162-76.6% | $4,837-70.2% |
| Participant deferral / active EE | $879 | $8,935-90.2% | $8,221-89.3% | $6,341-86.1% |
| Admin fee / account holder | $9,079 | $14,293-36.5% | $12,045-24.6% | $12,309-26.2% |