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 | $351,033 | $127,777+174.7% | $106,548+229.5% | $167,490+109.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.34% | 33.87%-24.5pp | 26.80%-17.5pp | 478.56%-469.2pp |
| Employer contribution / active EE | $260 | $3,427-92.4% | $2,819-90.8% | $4,837-94.6% |
| Participant deferral / active EE | $3,682 | $5,087-27.6% | $4,398-16.3% | $6,341-41.9% |
| Admin fee / account holder | $43,413 | $11,228+286.7% | $7,407+486.1% | $12,309+252.7% |