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 | $289,263 | $107,334+169.5% | $92,893+211.4% | $152,861+89.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.95% | 145.58%-127.6pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $567 | $4,221-86.6% | $3,653-84.5% | $4,762-88.1% |
| Participant deferral / active EE | $567 | $4,845-88.3% | $4,236-86.6% | $5,850-90.3% |
| Admin fee / account holder | $153,530 | $7,079+2068.7% | $5,794+2549.8% | $11,596+1223.9% |