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 | $576,692 | $148,534+288.3% | $135,903+324.3% | $139,434+313.6% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 16.12% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $533 | $5,243-89.8% | $4,856-89.0% | $4,751-88.8% |
| Participant deferral / active EE | $547 | $8,100-93.3% | $7,758-93.0% | $6,710-91.9% |
| Admin fee / account holder | $8,027 | $12,400-35.3% | $10,762-25.4% | $11,403-29.6% |