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 | $276,340 | $176,812+56.3% | $146,665+88.4% | $167,490+65.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.63% | 24.03%-6.4pp | 22.74%-5.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $619 | $5,160-88.0% | $4,136-85.0% | $4,837-87.2% |
| Participant deferral / active EE | $5,920 | $6,440-8.1% | $5,506+7.5% | $6,341-6.6% |
| Admin fee / account holder | $18,716 | $13,259+41.2% | $10,280+82.1% | $12,309+52.1% |