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 | $307,161 | $127,065+141.7% | $113,168+171.4% | $142,382+115.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 12.61% | 24.03%-11.4pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $734 | $3,442-78.7% | $2,975-75.3% | $4,299-82.9% |
| Participant deferral / active EE | $3,355 | $5,716-41.3% | $5,107-34.3% | $6,507-48.4% |
| Admin fee / account holder | $20,370 | $15,736+29.4% | $12,068+68.8% | $12,624+61.4% |