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.)
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 | $546,211 | $183,519+197.6% | $155,509+251.2% | $145,922+274.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 7.72% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.6pp |
| Employer contribution / active EE | $606 | $5,313-88.6% | $4,672-87.0% | $4,660-87.0% |
| Participant deferral / active EE | $1,892 | $6,462-70.7% | $5,626-66.4% | $6,688-71.7% |
| Admin fee / account holder | $2,255 | $19,313-88.3% | $15,912-85.8% | $13,397-83.2% |