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 | $253,033 | $109,881+130.3% | $150,045+68.6% | $84,808+198.4% |
| Participation rate | 73.5% | 76.1%-2.6pp | 82.3%-8.9pp | 68.3%+5.2pp |
| Annual return | 15.25% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $533 | $3,561-85.0% | $4,693-88.7% | $2,631-79.8% |
| Participant deferral / active EE | $8,600 | $6,636+29.6% | $7,997+7.5% | $4,212+104.2% |
| Admin fee / account holder | $2,071 | $8,568-75.8% | $13,435-84.6% | $7,344-71.8% |