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 3-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 | $276,754 | $201,272+37.5% | $184,203+50.2% | $145,922+89.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.97% | 29.00%-22.0pp | 28.81%-21.8pp | 561.29%-554.3pp |
| Employer contribution / active EE | $980 | $7,022-86.1% | $6,427-84.8% | $4,660-79.0% |
| Participant deferral / active EE | $10,980 | $9,806+12.0% | $9,131+20.2% | $6,688+64.2% |
| Admin fee / account holder | $6,184 | $16,364-62.2% | $13,901-55.5% | $13,397-53.8% |