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 9-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 | $981,616 | $209,336+368.9% | $197,124+398.0% | $137,256+615.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.08% | 48.09%-36.0pp | 44.34%-32.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $925 | $6,591-86.0% | $6,227-85.1% | $4,156-77.7% |
| Participant deferral / active EE | $2,158 | $9,614-77.6% | $9,135-76.4% | $6,407-66.3% |
| Admin fee / account holder | $48,149 | $17,308+178.2% | $16,298+195.4% | $12,270+292.4% |