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 | $654,342 | $209,411+212.5% | $178,490+266.6% | $158,922+311.7% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 7.00% | 188.75%-181.8pp | 151.07%-144.1pp | 302.83%-295.8pp |
| Employer contribution / active EE | $474 | $5,706-91.7% | $5,011-90.5% | $4,761-90.0% |
| Participant deferral / active EE | $6,666 | $5,954+12.0% | $5,202+28.1% | $5,982+11.4% |
| Admin fee / account holder | $4,343 | $17,074-74.6% | $13,984-68.9% | $11,246-61.4% |