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 | $489,824 | $209,411+133.9% | $178,490+174.4% | $158,922+208.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.86% | 188.75%-184.9pp | 151.07%-147.2pp | 302.83%-299.0pp |
| Employer contribution / active EE | $861 | $5,706-84.9% | $5,011-82.8% | $4,761-81.9% |
| Participant deferral / active EE | $964 | $5,954-83.8% | $5,202-81.5% | $5,982-83.9% |
| Admin fee / account holder | $39,066 | $17,074+128.8% | $13,984+179.4% | $11,246+247.4% |