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 | $469,039 | $159,934+193.3% | $147,005+219.1% | $145,959+221.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.20% | 98.24%-85.0pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $588 | $5,287-88.9% | $4,934-88.1% | $4,661-87.4% |
| Participant deferral / active EE | $981 | $8,427-88.4% | $8,070-87.8% | $6,689-85.3% |
| Admin fee / account holder | $2,901 | $15,053-80.7% | $13,006-77.7% | $13,398-78.3% |