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 | $264,945 | $183,519+44.4% | $155,509+70.4% | $145,922+81.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 18.90% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.4pp |
| Employer contribution / active EE | $480 | $5,313-91.0% | $4,672-89.7% | $4,660-89.7% |
| Participant deferral / active EE | $6,290 | $6,462-2.7% | $5,626+11.8% | $6,688-6.0% |
| Admin fee / account holder | $14,975 | $19,313-22.5% | $15,912-5.9% | $13,397+11.8% |