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 | $327,874 | $107,934+203.8% | $91,989+256.4% | $152,861+114.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.28% | 89.24%-70.0pp | 69.02%-49.7pp | 345.32%-326.0pp |
| Employer contribution / active EE | $220 | $4,210-94.8% | $3,452-93.6% | $4,762-95.4% |
| Participant deferral / active EE | $525 | $6,364-91.8% | $5,923-91.1% | $5,850-91.0% |
| Admin fee / account holder | $785 | $10,520-92.5% | $7,743-89.9% | $11,596-93.2% |