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 | $320,203 | $217,402+47.3% | $185,823+72.3% | $167,490+91.2% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 17.01% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,088 | $5,873-81.5% | $5,167-79.0% | $4,837-77.5% |
| Participant deferral / active EE | $9,864 | $6,356+55.2% | $5,568+77.2% | $6,341+55.6% |
| Admin fee / account holder | $6,043 | $19,811-69.5% | $16,237-62.8% | $12,309-50.9% |