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 | $1,648,669 | $217,402+658.3% | $185,823+787.2% | $167,490+884.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.77% | 148.36%-124.6pp | 122.05%-98.3pp | 478.56%-454.8pp |
| Employer contribution / active EE | $952 | $5,873-83.8% | $5,167-81.6% | $4,837-80.3% |
| Participant deferral / active EE | $5,125 | $6,356-19.4% | $5,568-8.0% | $6,341-19.2% |
| Admin fee / account holder | $107,168 | $19,811+441.0% | $16,237+560.0% | $12,309+770.6% |