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 | $160,454 | $73,515+118.3% | $62,995+154.7% | $147,584+8.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 7.93% | 175.43%-167.5pp | 87.57%-79.6pp | 578.55%-570.6pp |
| Employer contribution / active EE | $157 | $3,320-95.3% | $2,759-94.3% | $4,876-96.8% |
| Participant deferral / active EE | $157 | $4,185-96.2% | $3,329-95.3% | $5,439-97.1% |
| Admin fee / account holder | $1,076 | $5,953-81.9% | $3,600-70.1% | $10,885-90.1% |