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 | $472,199 | $99,918+372.6% | $81,382+480.2% | $145,922+223.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 13.83% | 34.32%-20.5pp | 24.73%-10.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $255 | $2,978-91.4% | $2,463-89.7% | $4,660-94.5% |
| Participant deferral / active EE | $1,237 | $4,605-73.1% | $3,883-68.1% | $6,688-81.5% |
| Admin fee / account holder | $52,548 | $8,212+539.9% | $5,768+810.9% | $13,397+292.2% |