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 | $660,838 | $179,726+267.7% | $156,263+322.9% | $142,382+364.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.34% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $415 | $5,069-91.8% | $4,333-90.4% | $4,299-90.4% |
| Participant deferral / active EE | $415 | $6,956-94.0% | $6,158-93.3% | $6,507-93.6% |
| Admin fee / account holder | $5,829 | $17,272-66.3% | $14,255-59.1% | $12,624-53.8% |