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 | $977,461 | $209,411+366.8% | $178,490+447.6% | $158,922+515.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 34.50% | 188.75%-154.3pp | 151.07%-116.6pp | 302.83%-268.3pp |
| Employer contribution / active EE | $1,122 | $5,706-80.3% | $5,011-77.6% | $4,761-76.4% |
| Participant deferral / active EE | $8,333 | $5,954+40.0% | $5,202+60.2% | $5,982+39.3% |
| Admin fee / account holder | $10,713 | $17,074-37.3% | $13,984-23.4% | $11,246-4.7% |