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 | $601,090 | $115,770+419.2% | $101,248+493.7% | $158,922+278.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 31.53% | 56.14%-24.6pp | 46.47%-14.9pp | 302.83%-271.3pp |
| Employer contribution / active EE | $538 | $4,175-87.1% | $3,660-85.3% | $4,761-88.7% |
| Participant deferral / active EE | $7,613 | $4,957+53.6% | $4,370+74.2% | $5,982+27.3% |
| Admin fee / account holder | $43,784 | $7,245+504.3% | $5,945+636.4% | $11,246+289.3% |