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 | $254,970 | $162,781+56.6% | $133,956+90.3% | $158,922+60.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.38% | 41.94%-30.6pp | 45.09%-33.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $396 | $4,975-92.1% | $3,919-89.9% | $4,761-91.7% |
| Participant deferral / active EE | $4,482 | $5,911-24.2% | $5,048-11.2% | $5,982-25.1% |
| Admin fee / account holder | $2,148 | $11,736-81.7% | $8,927-75.9% | $11,246-80.9% |