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 | $571,560 | $209,411+172.9% | $178,490+220.2% | $158,922+259.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.59% | 188.75%-185.2pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $233 | $5,706-95.9% | $5,011-95.3% | $4,761-95.1% |
| Participant deferral / active EE | $2,329 | $5,954-60.9% | $5,202-55.2% | $5,982-61.1% |
| Admin fee / account holder | $4,028 | $17,074-76.4% | $13,984-71.2% | $11,246-64.2% |