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 | $827,641 | $172,111+380.9% | $150,298+450.7% | $137,256+503.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.52% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $750 | $4,636-83.8% | $4,154-81.9% | $4,156-82.0% |
| Participant deferral / active EE | $17,072 | $6,166+176.9% | $5,453+213.1% | $6,407+166.5% |
| Admin fee / account holder | $7,578 | $16,471-54.0% | $14,116-46.3% | $12,270-38.2% |