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 | $347,388 | $172,111+101.8% | $150,298+131.1% | $137,256+153.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 30.63% | 69.37%-38.7pp | 62.79%-32.2pp | 220.34%-189.7pp |
| Employer contribution / active EE | $643 | $4,636-86.1% | $4,154-84.5% | $4,156-84.5% |
| Participant deferral / active EE | $663 | $6,166-89.3% | $5,453-87.8% | $6,407-89.7% |
| Admin fee / account holder | $2,659 | $16,471-83.9% | $14,116-81.2% | $12,270-78.3% |