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 6-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.
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 | $494,282 | $209,832+135.6% | $189,513+160.8% | $167,490+195.1% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 10.61% | 748.27%-737.7pp | 555.15%-544.5pp | 478.56%-468.0pp |
| Employer contribution / active EE | $1,388 | $6,914-79.9% | $6,162-77.5% | $4,837-71.3% |
| Participant deferral / active EE | $13,604 | $8,935+52.3% | $8,221+65.5% | $6,341+114.5% |
| Admin fee / account holder | $25,641 | $14,293+79.4% | $12,045+112.9% | $12,309+108.3% |