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 6-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 | $388,972 | $177,572+119.1% | $154,803+151.3% | $142,382+173.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 15.29% | 65.07%-49.8pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $709 | $4,810-85.3% | $4,305-83.5% | $4,299-83.5% |
| Participant deferral / active EE | $1,231 | $6,272-80.4% | $5,540-77.8% | $6,507-81.1% |
| Admin fee / account holder | $53,676 | $16,786+219.8% | $14,329+274.6% | $12,624+325.2% |