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 | $261,057 | $201,259+29.7% | $184,200+41.7% | $145,959+78.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.12% | 28.98%-5.9pp | 28.80%-5.7pp | 561.95%-538.8pp |
| Employer contribution / active EE | $1,428 | $7,018-79.6% | $6,424-77.8% | $4,661-69.4% |
| Participant deferral / active EE | $2,080 | $9,806-78.8% | $9,132-77.2% | $6,689-68.9% |
| Admin fee / account holder | $21,242 | $16,372+29.7% | $13,907+52.7% | $13,398+58.5% |