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 | $317,153 | $172,111+84.3% | $150,298+111.0% | $137,256+131.1% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 13.68% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $787 | $4,636-83.0% | $4,154-81.1% | $4,156-81.1% |
| Participant deferral / active EE | $1,537 | $6,166-75.1% | $5,453-71.8% | $6,407-76.0% |
| Admin fee / account holder | $4,249 | $16,471-74.2% | $14,116-69.9% | $12,270-65.4% |