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 | $394,486 | $201,272+96.0% | $184,203+114.2% | $145,922+170.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 20.39% | 29.00%-8.6pp | 28.81%-8.4pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,330 | $7,022-81.1% | $6,427-79.3% | $4,660-71.5% |
| Participant deferral / active EE | $7,700 | $9,806-21.5% | $9,131-15.7% | $6,688+15.1% |
| Admin fee / account holder | $13,605 | $16,364-16.9% | $13,901-2.1% | $13,397+1.6% |