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 | $287,400 | $270,399+6.3% | $209,409+37.2% | $357,791-19.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 80.4%+19.6pp | 85.6%+14.4pp |
| Annual return | 10.45% | 194.89%-184.4pp | 159.49%-149.0pp | 396.79%-386.3pp |
| Employer contribution / active EE | $2,665 | $6,982-61.8% | $5,035-47.1% | $7,508-64.5% |
| Participant deferral / active EE | $5,204 | $4,606+13.0% | $4,230+23.0% | $5,521-5.7% |
| Admin fee / account holder | $9,744 | $18,969-48.6% | $16,474-40.9% | $28,387-65.7% |