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 | $400,517 | $172,111+132.7% | $150,298+166.5% | $137,256+191.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.93% | 69.37%-56.4pp | 62.79%-49.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $814 | $4,636-82.4% | $4,154-80.4% | $4,156-80.4% |
| Participant deferral / active EE | $18,614 | $6,166+201.9% | $5,453+241.4% | $6,407+190.5% |
| Admin fee / account holder | $3,415 | $16,471-79.3% | $14,116-75.8% | $12,270-72.2% |