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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,284 | $162,781+78.9% | $133,956+117.4% | $158,922+83.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.79% | 41.94%-41.2pp | 45.09%-44.3pp | 302.83%-302.0pp |
| Employer contribution / active EE | $660 | $4,975-86.7% | $3,919-83.2% | $4,761-86.1% |
| Participant deferral / active EE | $1,311 | $5,911-77.8% | $5,048-74.0% | $5,982-78.1% |
| Admin fee / account holder | $80,923 | $11,736+589.5% | $8,927+806.5% | $11,246+619.6% |