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 | $311,739 | $159,602+95.3% | $150,045+107.8% | $142,382+118.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 5.52% | 70.24%-64.7pp | 62.55%-57.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $673 | $4,961-86.4% | $4,693-85.7% | $4,299-84.3% |
| Participant deferral / active EE | $6,232 | $8,310-25.0% | $7,997-22.1% | $6,507-4.2% |
| Admin fee / account holder | $8,553 | $14,846-42.4% | $13,435-36.3% | $12,624-32.2% |