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 | $672,234 | $214,378+213.6% | $200,582+235.1% | $142,382+372.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.03% | 46.41%-27.4pp | 42.33%-23.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,328 | $6,841-80.6% | $6,419-79.3% | $4,299-69.1% |
| Participant deferral / active EE | $2,600 | $9,865-73.6% | $9,331-72.1% | $6,507-60.0% |
| Admin fee / account holder | $30,236 | $17,692+70.9% | $16,305+85.4% | $12,624+139.5% |