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 | $250,221 | $202,318+23.7% | $172,739+44.9% | $152,861+63.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 18.55% | 1029.65%-1011.1pp | 802.84%-784.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,161 | $5,856-80.2% | $5,143-77.4% | $4,762-75.6% |
| Participant deferral / active EE | $7,024 | $5,948+18.1% | $5,198+35.1% | $5,850+20.1% |
| Admin fee / account holder | $566 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |