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 | $308,744 | $159,901+93.1% | $146,958+110.1% | $145,922+111.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.73% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $536 | $5,286-89.9% | $4,933-89.1% | $4,660-88.5% |
| Participant deferral / active EE | $10,322 | $8,428+22.5% | $8,070+27.9% | $6,688+54.3% |
| Admin fee / account holder | $867 | $15,044-94.2% | $12,998-93.3% | $13,397-93.5% |