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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $418,188 | $175,202+138.7% | $149,673+179.4% | $139,434+199.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 9.10% | 166.71%-157.6pp | 134.42%-125.3pp | 372.94%-363.8pp |
| Employer contribution / active EE | $1,067 | $5,474-80.5% | $4,818-77.8% | $4,751-77.5% |
| Participant deferral / active EE | $6,981 | $6,519+7.1% | $5,680+22.9% | $6,710+4.0% |
| Admin fee / account holder | $2,927 | $16,150-81.9% | $13,210-77.8% | $11,403-74.3% |