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 | $297,529+97.5% | $246,525+138.3% | $357,791+64.2% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 24.31% | -2.25%+26.6pp | 0.46%+23.8pp | 396.79%-372.5pp |
| Employer contribution / active EE | $849 | $8,709-90.3% | $7,467-88.6% | $7,508-88.7% |
| Participant deferral / active EE | $10,289 | $6,076+69.3% | $5,422+89.7% | $5,521+86.4% |
| Admin fee / account holder | $1,865 | $16,212-88.5% | $16,551-88.7% | $28,387-93.4% |