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 | $352,438 | $245,885+43.3% | $198,754+77.3% | $357,791-1.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 85.6%+14.4pp |
| Annual return | 14.50% | 5953.41%-5938.9pp | 4947.04%-4932.5pp | 396.79%-382.3pp |
| Employer contribution / active EE | $2,864 | $4,089-30.0% | $4,008-28.6% | $7,508-61.9% |
| Participant deferral / active EE | $7,263 | $4,533+60.2% | $4,138+75.5% | $5,521+31.6% |
| Admin fee / account holder | $1,219 | $12,849-90.5% | $12,082-89.9% | $28,387-95.7% |