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 | $177,572+95.6% | $154,803+124.4% | $142,382+144.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 30.63% | 65.07%-34.4pp | 58.88%-28.3pp | 217.08%-186.4pp |
| Employer contribution / active EE | $643 | $4,810-86.6% | $4,305-85.1% | $4,299-85.0% |
| Participant deferral / active EE | $663 | $6,272-89.4% | $5,540-88.0% | $6,507-89.8% |
| Admin fee / account holder | $2,659 | $16,786-84.2% | $14,329-81.4% | $12,624-78.9% |