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 | $370,654 | $183,519+102.0% | $155,509+138.3% | $145,922+154.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 8.43% | 61.17%-52.7pp | 64.67%-56.2pp | 561.29%-552.9pp |
| Employer contribution / active EE | $856 | $5,313-83.9% | $4,672-81.7% | $4,660-81.6% |
| Participant deferral / active EE | $2,006 | $6,462-69.0% | $5,626-64.4% | $6,688-70.0% |
| Admin fee / account holder | $21,737 | $19,313+12.5% | $15,912+36.6% | $13,397+62.3% |