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 | $624,887 | $228,332+173.7% | $185,823+236.3% | $158,922+293.2% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 37.11% | 40.80%-3.7pp | 35.95%+1.2pp | 302.83%-265.7pp |
| Employer contribution / active EE | $315 | $4,967-93.7% | $4,087-92.3% | $4,761-93.4% |
| Participant deferral / active EE | $12,800 | $6,415+99.5% | $5,632+127.3% | $5,982+114.0% |
| Admin fee / account holder | $12,650 | $11,864+6.6% | $9,500+33.2% | $11,246+12.5% |