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 | $1,926,548 | $157,256+1125.1% | $141,162+1264.8% | $152,861+1160.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 38.49% | 64.32%-25.8pp | 71.39%-32.9pp | 345.32%-306.8pp |
| Employer contribution / active EE | $12 | $5,261-99.8% | $4,735-99.7% | $4,762-99.7% |
| Participant deferral / active EE | $1,651 | $7,109-76.8% | $6,709-75.4% | $5,850-71.8% |
| Admin fee / account holder | $23,771 | $12,120+96.1% | $10,261+131.7% | $11,596+105.0% |