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 | $428,921 | $201,259+113.1% | $184,200+132.9% | $145,959+193.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.35% | 28.98%-4.6pp | 28.80%-4.4pp | 561.95%-537.6pp |
| Employer contribution / active EE | $724 | $7,018-89.7% | $6,424-88.7% | $4,661-84.5% |
| Participant deferral / active EE | $90 | $9,806-99.1% | $9,132-99.0% | $6,689-98.7% |
| Admin fee / account holder | $3,600 | $16,372-78.0% | $13,907-74.1% | $13,398-73.1% |