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 8-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 | $272,675 | $183,963+48.2% | $162,163+68.1% | $152,861+78.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 22.86% | 150.76%-127.9pp | 115.59%-92.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $320 | $6,371-95.0% | $5,614-94.3% | $4,762-93.3% |
| Participant deferral / active EE | $4,004 | $8,034-50.2% | $7,298-45.1% | $5,850-31.6% |
| Admin fee / account holder | $41,569 | $13,121+216.8% | $10,843+283.4% | $11,596+258.5% |