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 | $298,342 | $171,865+73.6% | $149,718+99.3% | $147,584+102.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.83% | 2113.22%-2099.4pp | 1501.63%-1487.8pp | 578.55%-564.7pp |
| Employer contribution / active EE | $986 | $6,275-84.3% | $5,445-81.9% | $4,876-79.8% |
| Participant deferral / active EE | $13,788 | $7,271+89.6% | $6,569+109.9% | $5,439+153.5% |
| Admin fee / account holder | $1,184 | $13,799-91.4% | $11,283-89.5% | $10,885-89.1% |