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 | $262,974 | $90,348+191.1% | $75,972+246.1% | $145,922+80.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.72% | 620.88%-612.2pp | 359.55%-350.8pp | 561.29%-552.6pp |
| Employer contribution / active EE | $200 | $3,311-94.0% | $2,685-92.6% | $4,660-95.7% |
| Participant deferral / active EE | $750 | $5,162-85.5% | $4,255-82.4% | $6,688-88.8% |
| Admin fee / account holder | $2,148 | $8,467-74.6% | $6,467-66.8% | $13,397-84.0% |