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 | $372,449 | $209,336+77.9% | $197,124+88.9% | $137,256+171.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.46% | 48.09%-38.6pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,032 | $6,591-84.3% | $6,227-83.4% | $4,156-75.2% |
| Participant deferral / active EE | $2,154 | $9,614-77.6% | $9,135-76.4% | $6,407-66.4% |
| Admin fee / account holder | $26,122 | $17,308+50.9% | $16,298+60.3% | $12,270+112.9% |