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 | $275,193 | $168,632+63.2% | $147,614+86.4% | $125,391+119.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 6.99% | 77.65%-70.7pp | 61.98%-55.0pp | 282.22%-275.2pp |
| Employer contribution / active EE | $928 | $6,252-85.2% | $5,564-83.3% | $4,866-80.9% |
| Participant deferral / active EE | $232 | $5,507-95.8% | $4,895-95.3% | $5,352-95.7% |
| Admin fee / account holder | $315 | $13,580-97.7% | $11,611-97.3% | $9,540-96.7% |