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 7-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 | $277,844 | $202,318+37.3% | $172,739+60.8% | $152,861+81.8% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 21.03% | 1029.65%-1008.6pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $931 | $5,856-84.1% | $5,143-81.9% | $4,762-80.5% |
| Participant deferral / active EE | $1,281 | $5,948-78.5% | $5,198-75.3% | $5,850-78.1% |
| Admin fee / account holder | $91,163 | $17,109+432.8% | $13,954+553.3% | $11,596+686.1% |