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 | $4,498 | $74,888-94.0% | $71,209-93.7% | $142,382-96.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 6.60% | 345.14%-338.5pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $198 | $2,854-93.1% | $2,721-92.7% | $4,299-95.4% |
| Participant deferral / active EE | $162 | $4,454-96.4% | $4,175-96.1% | $6,507-97.5% |
| Admin fee / account holder | $487 | $5,568-91.2% | $5,349-90.9% | $12,624-96.1% |