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 | $449,930 | $168,632+166.8% | $147,614+204.8% | $125,391+258.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 19.24% | 77.65%-58.4pp | 61.98%-42.7pp | 282.22%-263.0pp |
| Employer contribution / active EE | $156 | $6,252-97.5% | $5,564-97.2% | $4,866-96.8% |
| Participant deferral / active EE | $210 | $5,507-96.2% | $4,895-95.7% | $5,352-96.1% |
| Admin fee / account holder | $7,492 | $13,580-44.8% | $11,611-35.5% | $9,540-21.5% |