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 | $279,043 | $214,378+30.2% | $200,582+39.1% | $142,382+96.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.33% | 46.41%-27.1pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,054 | $6,841-84.6% | $6,419-83.6% | $4,299-75.5% |
| Participant deferral / active EE | $21,782 | $9,865+120.8% | $9,331+133.4% | $6,507+234.7% |
| Admin fee / account holder | $27,980 | $17,692+58.2% | $16,305+71.6% | $12,624+121.6% |