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 | $297,503 | $297,5290% | $246,525+20.7% | $357,791-16.9% |
| Participation rate | 92.3% | 86.5%+5.8pp | 82.0%+10.4pp | 85.6%+6.7pp |
| Annual return | 14.21% | -2.25%+16.5pp | 0.46%+13.7pp | 396.79%-382.6pp |
| Employer contribution / active EE | $3,426 | $8,709-60.7% | $7,467-54.1% | $7,508-54.4% |
| Participant deferral / active EE | $10,211 | $6,076+68.1% | $5,422+88.3% | $5,521+85.0% |
| Admin fee / account holder | $2,819 | $16,212-82.6% | $16,551-83.0% | $28,387-90.1% |