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 | $277,127 | $102,616+170.1% | $81,983+238.0% | $158,922+74.4% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.2%+0.8pp | 82.0%-12.0pp |
| Annual return | 18.03% | 61.04%-43.0pp | 41.31%-23.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | -$12,300 | $3,240-479.6% | $2,498-592.4% | $4,761-358.3% |
| Participant deferral / active EE | $292 | $4,648-93.7% | $3,722-92.2% | $5,982-95.1% |
| Admin fee / account holder | $660 | $8,235-92.0% | $5,664-88.4% | $11,246-94.1% |