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 | $358,662 | $175,202+104.7% | $149,673+139.6% | $139,434+157.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.92% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $598 | $5,474-89.1% | $4,818-87.6% | $4,751-87.4% |
| Participant deferral / active EE | $2,155 | $6,519-66.9% | $5,680-62.1% | $6,710-67.9% |
| Admin fee / account holder | $10,319 | $16,150-36.1% | $13,210-21.9% | $11,403-9.5% |