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 | $360,389 | $112,729+219.7% | $98,716+265.1% | $137,256+162.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 15.59% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $341 | $2,725-87.5% | $2,279-85.0% | $4,156-91.8% |
| Participant deferral / active EE | $3,750 | $4,640-19.2% | $4,048-7.4% | $6,407-41.5% |
| Admin fee / account holder | $3,809 | $10,129-62.4% | $8,703-56.2% | $12,270-69.0% |