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 | $501,739 | $176,056+185.0% | $159,436+214.7% | $167,490+199.6% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 17.01% | 331.75%-314.7pp | 263.57%-246.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $270 | $5,297-94.9% | $4,829-94.4% | $4,837-94.4% |
| Participant deferral / active EE | $658 | $7,750-91.5% | $7,352-91.1% | $6,341-89.6% |
| Admin fee / account holder | $26,077 | $12,554+107.7% | $10,799+141.5% | $12,309+111.9% |