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 | $306,167 | $201,272+52.1% | $184,203+66.2% | $145,922+109.8% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 7.67% | 29.00%-21.3pp | 28.81%-21.1pp | 561.29%-553.6pp |
| Employer contribution / active EE | $393 | $7,022-94.4% | $6,427-93.9% | $4,660-91.6% |
| Participant deferral / active EE | $16,538 | $9,806+68.7% | $9,131+81.1% | $6,688+147.3% |
| Admin fee / account holder | $2,305 | $16,364-85.9% | $13,901-83.4% | $13,397-82.8% |