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 | $342,797 | $270,399+26.8% | $209,409+63.7% | $357,791-4.2% |
| Participation rate | 78.9% | 83.8%-4.8pp | 80.4%-1.4pp | 85.6%-6.6pp |
| Annual return | 23.85% | 194.89%-171.0pp | 159.49%-135.6pp | 396.79%-372.9pp |
| Employer contribution / active EE | $604 | $6,982-91.3% | $5,035-88.0% | $7,508-92.0% |
| Participant deferral / active EE | $5,181 | $4,606+12.5% | $4,230+22.5% | $5,521-6.2% |
| Admin fee / account holder | $59,211 | $18,969+212.2% | $16,474+259.4% | $28,387+108.6% |