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 | $223,314 | $165,335+35.1% | $149,696+49.2% | $158,922+40.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 4.71% | 348.15%-343.4pp | 276.60%-271.9pp | 302.83%-298.1pp |
| Employer contribution / active EE | $334 | $5,103-93.4% | $4,644-92.8% | $4,761-93.0% |
| Participant deferral / active EE | $242 | $7,181-96.6% | $6,842-96.5% | $5,982-96.0% |
| Admin fee / account holder | $31,097 | $10,807+187.8% | $9,309+234.1% | $11,246+176.5% |