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 5-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 | $341,519 | $148,534+129.9% | $135,903+151.3% | $139,434+144.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.0pp |
| Employer contribution / active EE | $851 | $5,243-83.8% | $4,856-82.5% | $4,751-82.1% |
| Participant deferral / active EE | $16,155 | $8,100+99.4% | $7,758+108.2% | $6,710+140.8% |
| Admin fee / account holder | $2,103 | $12,400-83.0% | $10,762-80.5% | $11,403-81.6% |