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 | $286,497 | $149,734+91.3% | $118,925+140.9% | $158,922+80.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 9.90% | 19.95%-10.0pp | 35.88%-26.0pp | 302.83%-292.9pp |
| Employer contribution / active EE | $561 | $4,115-86.4% | $3,263-82.8% | $4,761-88.2% |
| Participant deferral / active EE | $4,766 | $5,223-8.8% | $4,265+11.7% | $5,982-20.3% |
| Admin fee / account holder | $2,023 | $8,603-76.5% | $6,581-69.3% | $11,246-82.0% |