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 | $582,277 | $159,901+264.1% | $146,958+296.2% | $145,922+299.0% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.2%-0.9pp | 80.3%+1.0pp |
| Annual return | 140.74% | 98.13%+42.6pp | 418.34%-277.6pp | 561.29%-420.6pp |
| Employer contribution / active EE | $496 | $5,286-90.6% | $4,933-90.0% | $4,660-89.4% |
| Participant deferral / active EE | $12,071 | $8,428+43.2% | $8,070+49.6% | $6,688+80.5% |
| Admin fee / account holder | $16,486 | $15,044+9.6% | $12,998+26.8% | $13,397+23.1% |