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 | $559,386 | $183,519+204.8% | $155,509+259.7% | $145,922+283.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.17% | 61.17%-47.0pp | 64.67%-50.5pp | 561.29%-547.1pp |
| Employer contribution / active EE | $915 | $5,313-82.8% | $4,672-80.4% | $4,660-80.4% |
| Participant deferral / active EE | $4,554 | $6,462-29.5% | $5,626-19.1% | $6,688-31.9% |
| Admin fee / account holder | $27,883 | $19,313+44.4% | $15,912+75.2% | $13,397+108.1% |