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 | $487,401 | $183,592+165.5% | $155,567+213.3% | $145,959+233.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.36% | 61.24%-56.9pp | 64.74%-60.4pp | 561.95%-557.6pp |
| Employer contribution / active EE | $338 | $5,315-93.6% | $4,674-92.8% | $4,661-92.7% |
| Participant deferral / active EE | $338 | $6,464-94.8% | $5,628-94.0% | $6,689-94.9% |
| Admin fee / account holder | $102,922 | $19,318+432.8% | $15,916+546.6% | $13,398+668.2% |