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.)
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 | $259,319 | $175,202+48.0% | $149,673+73.3% | $139,434+86.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.52% | 166.71%-159.2pp | 134.42%-126.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $791 | $5,474-85.6% | $4,818-83.6% | $4,751-83.4% |
| Participant deferral / active EE | $3,130 | $6,519-52.0% | $5,680-44.9% | $6,710-53.4% |
| Admin fee / account holder | $2,170 | $16,150-86.6% | $13,210-83.6% | $11,403-81.0% |