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 | $395,311 | $201,259+96.4% | $184,200+114.6% | $145,959+170.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.08% | 28.98%-5.9pp | 28.80%-5.7pp | 561.95%-538.9pp |
| Employer contribution / active EE | $1,074 | $7,018-84.7% | $6,424-83.3% | $4,661-77.0% |
| Participant deferral / active EE | $676 | $9,806-93.1% | $9,132-92.6% | $6,689-89.9% |
| Admin fee / account holder | $1,736 | $16,372-89.4% | $13,907-87.5% | $13,398-87.0% |