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 | $303,493 | $198,466+52.9% | $170,442+78.1% | $147,584+105.6% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 11.70% | 257.29%-245.6pp | 205.93%-194.2pp | 578.55%-566.8pp |
| Employer contribution / active EE | $54 | $6,184-99.1% | $5,433-99.0% | $4,876-98.9% |
| Participant deferral / active EE | $264 | $5,629-95.3% | $4,939-94.7% | $5,439-95.2% |
| Admin fee / account holder | $9,837 | $16,852-41.6% | $13,880-29.1% | $10,885-9.6% |