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 | $299,613 | $209,411+43.1% | $178,490+67.9% | $158,922+88.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 19.54% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $972 | $5,706-83.0% | $5,011-80.6% | $4,761-79.6% |
| Participant deferral / active EE | $8,712 | $5,954+46.3% | $5,202+67.5% | $5,982+45.6% |
| Admin fee / account holder | $1,151 | $17,074-93.3% | $13,984-91.8% | $11,246-89.8% |