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.
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 | $275,684 | $198,466+38.9% | $170,442+61.7% | $147,584+86.8% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 12.97% | 257.29%-244.3pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $533 | $6,184-91.4% | $5,433-90.2% | $4,876-89.1% |
| Participant deferral / active EE | $8,773 | $5,629+55.8% | $4,939+77.6% | $5,439+61.3% |
| Admin fee / account holder | $540 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |