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 9-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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $388,735 | $156,846+147.8% | $121,098+221.0% | $139,434+178.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 1.83% | 1474.56%-1472.7pp | 985.75%-983.9pp | 372.94%-371.1pp |
| Employer contribution / active EE | $154 | $5,536-97.2% | $4,164-96.3% | $4,751-96.8% |
| Participant deferral / active EE | $154 | $4,844-96.8% | $4,080-96.2% | $6,710-97.7% |
| Admin fee / account holder | $3,115 | $6,946-55.1% | $5,644-44.8% | $11,403-72.7% |