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 | $369,744 | $175,202+111.0% | $149,673+147.0% | $139,434+165.2% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 22.58% | 166.71%-144.1pp | 134.42%-111.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $984 | $5,474-82.0% | $4,818-79.6% | $4,751-79.3% |
| Participant deferral / active EE | $6,029 | $6,519-7.5% | $5,680+6.1% | $6,710-10.2% |
| Admin fee / account holder | $4,824 | $16,150-70.1% | $13,210-63.5% | $11,403-57.7% |