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 | $358,900 | $157,256+128.2% | $141,162+154.2% | $152,861+134.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 25.16% | 64.32%-39.2pp | 71.39%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $496 | $5,261-90.6% | $4,735-89.5% | $4,762-89.6% |
| Participant deferral / active EE | $2,414 | $7,109-66.0% | $6,709-64.0% | $5,850-58.7% |
| Admin fee / account holder | $1,641 | $12,120-86.5% | $10,261-84.0% | $11,596-85.9% |