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 | $255,274 | $198,466+28.6% | $170,442+49.8% | $147,584+73.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.88% | 257.29%-236.4pp | 205.93%-185.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,039 | $6,184-83.2% | $5,433-80.9% | $4,876-78.7% |
| Participant deferral / active EE | $1,298 | $5,629-76.9% | $4,939-73.7% | $5,439-76.1% |
| Admin fee / account holder | $31,696 | $16,852+88.1% | $13,880+128.4% | $10,885+191.2% |