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 | $295,256 | $197,591+49.4% | $177,821+66.0% | $158,922+85.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 36.94% | 58.76%-21.8pp | 48.32%-11.4pp | 302.83%-265.9pp |
| Employer contribution / active EE | $1,242 | $6,697-81.4% | $5,918-79.0% | $4,761-73.9% |
| Participant deferral / active EE | $15,017 | $8,405+78.7% | $7,714+94.7% | $5,982+151.0% |
| Admin fee / account holder | $11,219 | $15,399-27.1% | $12,427-9.7% | $11,246-0.2% |