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 | $475,716 | $217,402+118.8% | $185,823+156.0% | $167,490+184.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.57% | 148.36%-129.8pp | 122.05%-103.5pp | 478.56%-460.0pp |
| Employer contribution / active EE | $1,007 | $5,873-82.9% | $5,167-80.5% | $4,837-79.2% |
| Participant deferral / active EE | $2,615 | $6,356-58.9% | $5,568-53.0% | $6,341-58.8% |
| Admin fee / account holder | $383 | $19,811-98.1% | $16,237-97.6% | $12,309-96.9% |