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 7-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 | $764,746 | $183,963+315.7% | $162,163+371.6% | $152,861+400.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.57% | 150.76%-131.2pp | 115.59%-96.0pp | 345.32%-325.7pp |
| Employer contribution / active EE | $360 | $6,371-94.3% | $5,614-93.6% | $4,762-92.4% |
| Participant deferral / active EE | $8,912 | $8,034+10.9% | $7,298+22.1% | $5,850+52.3% |
| Admin fee / account holder | $25,781 | $13,121+96.5% | $10,843+137.8% | $11,596+122.3% |