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 | $253,765 | $154,117+64.7% | $129,995+95.2% | $139,434+82.0% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 18.19% | 32.48%-14.3pp | -137.18%+155.4pp | 372.94%-354.7pp |
| Employer contribution / active EE | $766 | $5,289-85.5% | $4,320-82.3% | $4,751-83.9% |
| Participant deferral / active EE | $5,877 | $6,710-12.4% | $5,820+1.0% | $6,710-12.4% |
| Admin fee / account holder | $4,061 | $14,007-71.0% | $10,614-61.7% | $11,403-64.4% |