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 6-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 | $383,988 | $175,202+119.2% | $149,673+156.6% | $139,434+175.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.95% | 166.71%-127.8pp | 134.42%-95.5pp | 372.94%-334.0pp |
| Employer contribution / active EE | $368 | $5,474-93.3% | $4,818-92.4% | $4,751-92.3% |
| Participant deferral / active EE | $6,100 | $6,519-6.4% | $5,680+7.4% | $6,710-9.1% |
| Admin fee / account holder | $30,857 | $16,150+91.1% | $13,210+133.6% | $11,403+170.6% |