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 | $73,520 | $202,318-63.7% | $172,739-57.4% | $152,861-51.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 4.93% | 1029.65%-1024.7pp | 802.84%-797.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $439 | $5,856-92.5% | $5,143-91.5% | $4,762-90.8% |
| Participant deferral / active EE | $1,755 | $5,948-70.5% | $5,198-66.2% | $5,850-70.0% |
| Admin fee / account holder | $8,801 | $17,109-48.6% | $13,954-36.9% | $11,596-24.1% |