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 | $299,295 | $175,202+70.8% | $149,673+100.0% | $139,434+114.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.19% | 166.71%-162.5pp | 134.42%-130.2pp | 372.94%-368.8pp |
| Employer contribution / active EE | $976 | $5,474-82.2% | $4,818-79.7% | $4,751-79.5% |
| Participant deferral / active EE | $4,497 | $6,519-31.0% | $5,680-20.8% | $6,710-33.0% |
| Admin fee / account holder | $13,514 | $16,150-16.3% | $13,210+2.3% | $11,403+18.5% |