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 | $252,567 | $198,466+27.3% | $170,442+48.2% | $147,584+71.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.44% | 257.29%-246.9pp | 205.93%-195.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $142 | $6,184-97.7% | $5,433-97.4% | $4,876-97.1% |
| Participant deferral / active EE | $6,173 | $5,629+9.6% | $4,939+25.0% | $5,439+13.5% |
| Admin fee / account holder | $5,113 | $16,852-69.7% | $13,880-63.2% | $10,885-53.0% |