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 | $309,795 | $159,901+93.7% | $146,958+110.8% | $145,922+112.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.83% | 98.13%-46.3pp | 418.34%-366.5pp | 561.29%-509.5pp |
| Employer contribution / active EE | $714 | $5,286-86.5% | $4,933-85.5% | $4,660-84.7% |
| Participant deferral / active EE | $6,955 | $8,428-17.5% | $8,070-13.8% | $6,688+4.0% |
| Admin fee / account holder | $56,266 | $15,044+274.0% | $12,998+332.9% | $13,397+320.0% |