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 | $295,779 | $148,534+99.1% | $135,903+117.6% | $139,434+112.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 33.67% | 79.19%-45.5pp | 68.23%-34.6pp | 372.94%-339.3pp |
| Employer contribution / active EE | $481 | $5,243-90.8% | $4,856-90.1% | $4,751-89.9% |
| Participant deferral / active EE | $15,457 | $8,100+90.8% | $7,758+99.2% | $6,710+130.4% |
| Admin fee / account holder | $792 | $12,400-93.6% | $10,762-92.6% | $11,403-93.1% |