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 | $412,114 | $118,450+247.9% | $98,439+318.6% | $139,434+195.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $600 | $3,609-83.4% | $3,048-80.3% | $4,751-87.4% |
| Participant deferral / active EE | $8,324 | $5,392+54.4% | $4,738+75.7% | $6,710+24.0% |
| Admin fee / account holder | $4,449 | $14,026-68.3% | $8,948-50.3% | $11,403-61.0% |