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 | $581,873 | $209,411+177.9% | $178,490+226.0% | $158,922+266.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.34% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $809 | $5,706-85.8% | $5,011-83.9% | $4,761-83.0% |
| Participant deferral / active EE | $17,333 | $5,954+191.1% | $5,202+233.2% | $5,982+189.8% |
| Admin fee / account holder | $4,513 | $17,074-73.6% | $13,984-67.7% | $11,246-59.9% |