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 | $495,503 | $138,044+258.9% | $125,339+295.3% | $134,475+268.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.08% | 750.33%-760.4pp | 572.05%-582.1pp | 417.96%-428.0pp |
| Employer contribution / active EE | $652 | $5,243-87.6% | $4,814-86.5% | $4,740-86.2% |
| Participant deferral / active EE | $702 | $7,799-91.0% | $7,446-90.6% | $6,400-89.0% |
| Admin fee / account holder | $7,899 | $11,571-31.7% | $10,010-21.1% | $11,426-30.9% |