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 | $258,101 | $159,901+61.4% | $146,958+75.6% | $145,922+76.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 6.33% | 98.13%-91.8pp | 418.34%-412.0pp | 561.29%-555.0pp |
| Employer contribution / active EE | $603 | $5,286-88.6% | $4,933-87.8% | $4,660-87.1% |
| Participant deferral / active EE | $14,192 | $8,428+68.4% | $8,070+75.9% | $6,688+112.2% |
| Admin fee / account holder | $103,452 | $15,044+587.7% | $12,998+695.9% | $13,397+672.2% |