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 | $259,763 | $171,865+51.1% | $149,718+73.5% | $147,584+76.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 13.83% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $168 | $6,275-97.3% | $5,445-96.9% | $4,876-96.5% |
| Participant deferral / active EE | $8,905 | $7,271+22.5% | $6,569+35.6% | $5,439+63.7% |
| Admin fee / account holder | $2,935 | $13,799-78.7% | $11,283-74.0% | $10,885-73.0% |