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 | $50,834 | $159,901-68.2% | $146,958-65.4% | $145,922-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.81% | 98.13%-95.3pp | 418.34%-415.5pp | 561.29%-558.5pp |
| Employer contribution / active EE | $7 | $5,286-99.9% | $4,933-99.9% | $4,660-99.9% |
| Participant deferral / active EE | $155 | $8,428-98.2% | $8,070-98.1% | $6,688-97.7% |
| Admin fee / account holder | $316 | $15,044-97.9% | $12,998-97.6% | $13,397-97.6% |