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 | $381,541 | $152,509+150.2% | $117,472+224.8% | $134,475+183.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.60% | 52.99%-65.6pp | 29.74%-42.3pp | 417.96%-430.6pp |
| Employer contribution / active EE | $106 | $5,571-98.1% | $4,176-97.5% | $4,740-97.8% |
| Participant deferral / active EE | $154 | $4,818-96.8% | $4,070-96.2% | $6,400-97.6% |
| Admin fee / account holder | $3,494 | $7,004-50.1% | $5,645-38.1% | $11,426-69.4% |