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 | $785,059 | $210,648+272.7% | $177,989+341.1% | $145,922+438.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.32% | 385.86%-370.5pp | 294.48%-279.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $473 | $4,565-89.6% | $3,949-88.0% | $4,660-89.9% |
| Participant deferral / active EE | $945 | $6,958-86.4% | $6,276-84.9% | $6,688-85.9% |
| Admin fee / account holder | $9,166 | $12,013-23.7% | $10,363-11.6% | $13,397-31.6% |