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 | $267,804 | $107,791+148.4% | $90,645+195.4% | $135,375+97.8% |
| Participation rate | 76.9% | 78.0%-1.1pp | 74.0%+2.9pp | 82.6%-5.7pp |
| Annual return | 11.02% | -0.90%+11.9pp | 1.88%+9.1pp | 519.73%-508.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,460 | $3,872-10.6% | $3,425+1.0% | $5,609-38.3% |
| Admin fee / account holder | $839 | $5,930-85.8% | $4,994-83.2% | $10,827-92.2% |