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 | $250,933 | $124,319+101.8% | $111,297+125.5% | $167,490+49.8% |
| Participation rate | 78.6% | 79.6%-1.0pp | 77.3%+1.3pp | 82.1%-3.5pp |
| Annual return | 10.50% | 37.44%-26.9pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,057 | $5,180-41.0% | $4,487-31.9% | $6,341-51.8% |
| Admin fee / account holder | $2,775 | $10,618-73.9% | $7,964-65.2% | $12,309-77.5% |