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 | $388,702 | $162,781+138.8% | $133,956+190.2% | $158,922+144.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.89% | 41.94%-24.1pp | 45.09%-27.2pp | 302.83%-284.9pp |
| Employer contribution / active EE | $771 | $4,975-84.5% | $3,919-80.3% | $4,761-83.8% |
| Participant deferral / active EE | $3,562 | $5,911-39.7% | $5,048-29.4% | $5,982-40.5% |
| Admin fee / account holder | $13,778 | $11,736+17.4% | $8,927+54.3% | $11,246+22.5% |