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 | $773,361 | $176,056+339.3% | $159,436+385.1% | $167,490+361.7% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 82.56% | 331.75%-249.2pp | 263.57%-181.0pp | 478.56%-396.0pp |
| Employer contribution / active EE | $116 | $5,297-97.8% | $4,829-97.6% | $4,837-97.6% |
| Participant deferral / active EE | $2,647 | $7,750-65.8% | $7,352-64.0% | $6,341-58.3% |
| Admin fee / account holder | $2,582 | $12,554-79.4% | $10,799-76.1% | $12,309-79.0% |