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 | $926,807 | $198,466+367.0% | $170,442+443.8% | $147,584+528.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.64% | 257.29%-243.7pp | 205.93%-192.3pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,185 | $6,184-80.8% | $5,433-78.2% | $4,876-75.7% |
| Participant deferral / active EE | $1,459 | $5,629-74.1% | $4,939-70.5% | $5,439-73.2% |
| Admin fee / account holder | $8,612 | $16,852-48.9% | $13,880-38.0% | $10,885-20.9% |