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 9-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 | $428,652 | $112,096+282.4% | $95,952+346.7% | $158,922+169.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.45% | 171.09%-152.6pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $478 | $3,198-85.1% | $2,541-81.2% | $4,761-90.0% |
| Participant deferral / active EE | $4,676 | $4,784-2.3% | $4,167+12.2% | $5,982-21.8% |
| Admin fee / account holder | $825 | $10,130-91.9% | $6,795-87.9% | $11,246-92.7% |