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 | $263,809 | $197,591+33.5% | $177,821+48.4% | $158,922+66.0% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 30.27% | 58.76%-28.5pp | 48.32%-18.1pp | 302.83%-272.6pp |
| Employer contribution / active EE | $1,307 | $6,697-80.5% | $5,918-77.9% | $4,761-72.5% |
| Participant deferral / active EE | $7,778 | $8,405-7.5% | $7,714+0.8% | $5,982+30.0% |
| Admin fee / account holder | $953 | $15,399-93.8% | $12,427-92.3% | $11,246-91.5% |