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 | $380,441 | $430,061-11.5% | $331,881+14.6% | $357,791+6.3% |
| Participation rate | 92.9% | 72.6%+20.3pp | 79.6%+13.2pp | 85.6%+7.3pp |
| Annual return | 15.89% | -3.13%+19.0pp | -0.91%+16.8pp | 396.79%-380.9pp |
| Employer contribution / active EE | $2,689 | $9,014-70.2% | $7,480-64.1% | $7,508-64.2% |
| Participant deferral / active EE | $6,905 | $4,517+52.9% | $4,619+49.5% | $5,521+25.1% |
| Admin fee / account holder | $2,146 | $30,517-93.0% | $26,542-91.9% | $28,387-92.4% |