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 | $298,040 | $214,378+39.0% | $200,582+48.6% | $142,382+109.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.28% | 46.41%-30.1pp | 42.33%-26.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,307 | $6,841-80.9% | $6,419-79.6% | $4,299-69.6% |
| Participant deferral / active EE | $2,181 | $9,865-77.9% | $9,331-76.6% | $6,507-66.5% |
| Admin fee / account holder | $850 | $17,692-95.2% | $16,305-94.8% | $12,624-93.3% |