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 | $288,907 | $152,587+89.3% | $125,175+130.8% | $152,861+89.0% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 26.00% | 54.84%-28.8pp | 43.79%-17.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $330 | $4,946-93.3% | $3,865-91.5% | $4,762-93.1% |
| Participant deferral / active EE | $14,465 | $5,868+146.5% | $4,937+193.0% | $5,850+147.3% |
| Admin fee / account holder | $43,126 | $13,434+221.0% | $9,702+344.5% | $11,596+271.9% |