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 | $600,660 | $297,529+101.9% | $246,525+143.7% | $357,791+67.9% |
| Participation rate | 75.0% | 86.5%-11.5pp | 82.0%-7.0pp | 85.6%-10.6pp |
| Annual return | 18.11% | -2.25%+20.4pp | 0.46%+17.6pp | 396.79%-378.7pp |
| Employer contribution / active EE | $4,799 | $8,709-44.9% | $7,467-35.7% | $7,508-36.1% |
| Participant deferral / active EE | $24,809 | $6,076+308.3% | $5,422+357.5% | $5,521+349.4% |
| Admin fee / account holder | $18,355 | $16,212+13.2% | $16,551+10.9% | $28,387-35.3% |