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 | $587,520 | $288,797+103.4% | $239,577+145.2% | $382,429+53.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 24.31% | -3.30%+27.6pp | -0.70%+25.0pp | 248.85%-224.5pp |
| Employer contribution / active EE | $849 | $8,558-90.1% | $7,232-88.3% | $8,036-89.4% |
| Participant deferral / active EE | $10,289 | $6,420+60.3% | $5,676+81.3% | $5,727+79.6% |
| Admin fee / account holder | $1,865 | $18,649-90.0% | $19,315-90.3% | $30,732-93.9% |