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 | $374,653 | $148,534+152.2% | $135,903+175.7% | $139,434+168.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.29% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.7pp |
| Employer contribution / active EE | $487 | $5,243-90.7% | $4,856-90.0% | $4,751-89.8% |
| Participant deferral / active EE | $2,121 | $8,100-73.8% | $7,758-72.7% | $6,710-68.4% |
| Admin fee / account holder | $5,897 | $12,400-52.4% | $10,762-45.2% | $11,403-48.3% |