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 | $467,768 | $189,613+146.7% | $167,512+179.2% | $142,382+228.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 11.46% | 2024.68%-2013.2pp | 1615.79%-1604.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $150 | $4,349-96.6% | $3,882-96.1% | $4,299-96.5% |
| Participant deferral / active EE | $8,724 | $6,981+25.0% | $6,405+36.2% | $6,507+34.1% |
| Admin fee / account holder | $28,719 | $10,528+172.8% | $9,769+194.0% | $12,624+127.5% |