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 9-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 | $436,267 | $185,200+135.6% | $142,863+205.4% | $167,490+160.5% |
| Participation rate | 83.3% | 78.4%+4.9pp | 71.9%+11.4pp | 82.1%+1.2pp |
| Annual return | 42.51% | 8555.70%-8513.2pp | 5637.54%-5595.0pp | 478.56%-436.1pp |
| Employer contribution / active EE | $50 | $5,604-99.1% | $4,144-98.8% | $4,837-99.0% |
| Participant deferral / active EE | $76 | $4,494-98.3% | $3,837-98.0% | $6,341-98.8% |
| Admin fee / account holder | $6,503 | $8,031-19.0% | $6,560-0.9% | $12,309-47.2% |