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 | $440,128 | $244,740+79.8% | $206,214+113.4% | $357,791+23.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 11.48% | -3.72%+15.2pp | -1.60%+13.1pp | 396.79%-385.3pp |
| Employer contribution / active EE | $29,279 | $7,019+317.1% | $5,967+390.6% | $7,508+290.0% |
| Participant deferral / active EE | $16,878 | $4,983+238.7% | $4,649+263.0% | $5,521+205.7% |
| Admin fee / account holder | $40,385 | $15,419+161.9% | $13,671+195.4% | $28,387+42.3% |