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.)
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 | $310,518 | $297,529+4.4% | $246,525+26.0% | $357,791-13.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 24.10% | -2.25%+26.4pp | 0.46%+23.6pp | 396.79%-372.7pp |
| Employer contribution / active EE | $3,957 | $8,709-54.6% | $7,467-47.0% | $7,508-47.3% |
| Participant deferral / active EE | $6,499 | $6,076+7.0% | $5,422+19.9% | $5,521+17.7% |
| Admin fee / account holder | $6,047 | $16,212-62.7% | $16,551-63.5% | $28,387-78.7% |