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 | $260,214 | $209,411+24.3% | $178,490+45.8% | $158,922+63.7% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 13.10% | 188.75%-175.6pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,070 | $5,706-81.2% | $5,011-78.6% | $4,761-77.5% |
| Participant deferral / active EE | $3,255 | $5,954-45.3% | $5,202-37.4% | $5,982-45.6% |
| Admin fee / account holder | $909 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |