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 | $272,143 | $124,425+118.7% | $112,040+142.9% | $137,256+98.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 9.22% | 24.72%-15.5pp | 24.52%-15.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $372 | $3,411-89.1% | $2,954-87.4% | $4,156-91.1% |
| Participant deferral / active EE | $1,486 | $5,718-74.0% | $5,098-70.9% | $6,407-76.8% |
| Admin fee / account holder | $5,823 | $15,207-61.7% | $12,098-51.9% | $12,270-52.5% |