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 6-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 | $301,861 | $154,228+95.7% | $145,433+107.6% | $137,256+119.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.53% | 74.59%-62.1pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $320 | $4,804-93.3% | $4,554-93.0% | $4,156-92.3% |
| Participant deferral / active EE | $7,388 | $8,216-10.1% | $7,897-6.4% | $6,407+15.3% |
| Admin fee / account holder | $386 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |