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 | $300,600 | $94,752+217.2% | $112,887+166.3% | $139,434+115.6% |
| Participation rate | 71.4% | 81.3%-9.8pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 16.00% | 40.88%-24.9pp | 34.10%-18.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $784 | $4,625-83.0% | $4,563-82.8% | $4,751-83.5% |
| Participant deferral / active EE | $2,900 | $6,512-55.5% | $6,513-55.5% | $6,710-56.8% |
| Admin fee / account holder | $6,988 | $8,527-18.1% | $7,047-0.8% | $11,403-38.7% |