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 | $470,188 | $159,602+194.6% | $150,045+213.4% | $142,382+230.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 19.19% | 70.24%-51.1pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $142 | $4,961-97.1% | $4,693-97.0% | $4,299-96.7% |
| Participant deferral / active EE | $12,202 | $8,310+46.8% | $7,997+52.6% | $6,507+87.5% |
| Admin fee / account holder | $1,623 | $14,846-89.1% | $13,435-87.9% | $12,624-87.1% |