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 | $275,923 | $217,402+26.9% | $185,823+48.5% | $167,490+64.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 18.13% | 148.36%-130.2pp | 122.05%-103.9pp | 478.56%-460.4pp |
| Employer contribution / active EE | $66 | $5,873-98.9% | $5,167-98.7% | $4,837-98.6% |
| Participant deferral / active EE | $410 | $6,356-93.6% | $5,568-92.6% | $6,341-93.5% |
| Admin fee / account holder | $46,045 | $19,811+132.4% | $16,237+183.6% | $12,309+274.1% |