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 | $476,744 | $183,519+159.8% | $155,509+206.6% | $145,922+226.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.68% | 61.17%-28.5pp | 64.67%-32.0pp | 561.29%-528.6pp |
| Employer contribution / active EE | $677 | $5,313-87.3% | $4,672-85.5% | $4,660-85.5% |
| Participant deferral / active EE | $1,725 | $6,462-73.3% | $5,626-69.3% | $6,688-74.2% |
| Admin fee / account holder | $15,856 | $19,313-17.9% | $15,912-0.4% | $13,397+18.4% |