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 | $263,300 | $375,661-29.9% | $312,151-15.6% | $382,429-31.2% |
| Participation rate | 95.8% | 91.4%+4.5pp | 89.1%+6.8pp | 87.7%+8.1pp |
| Annual return | 12.81% | 0.11%+12.7pp | 1.82%+11.0pp | 248.85%-236.0pp |
| Employer contribution / active EE | $6,759 | $9,697-30.3% | $8,031-15.8% | $8,036-15.9% |
| Participant deferral / active EE | $9,548 | $5,737+66.4% | $5,370+77.8% | $5,727+66.7% |
| Admin fee / account holder | $6,925 | $64,308-89.2% | $51,799-86.6% | $30,732-77.5% |