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 | $292,056 | $112,096+160.5% | $95,952+204.4% | $158,922+83.8% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 10.09% | 171.09%-161.0pp | 91.61%-81.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $579 | $3,198-81.9% | $2,541-77.2% | $4,761-87.8% |
| Participant deferral / active EE | $3,965 | $4,784-17.1% | $4,167-4.8% | $5,982-33.7% |
| Admin fee / account holder | $204,403 | $10,130+1917.7% | $6,795+2908.0% | $11,246+1717.6% |