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 | $251,204 | $189,613+32.5% | $167,512+50.0% | $142,382+76.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 21.23% | 2024.68%-2003.4pp | 1615.79%-1594.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $50 | $4,349-98.9% | $3,882-98.7% | $4,299-98.8% |
| Participant deferral / active EE | $1,500 | $6,981-78.5% | $6,405-76.6% | $6,507-76.9% |
| Admin fee / account holder | $512 | $10,528-95.1% | $9,769-94.8% | $12,624-95.9% |