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 | $362,398 | $159,602+127.1% | $150,045+141.5% | $142,382+154.5% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.3%-8.4pp | 80.1%-6.2pp |
| Annual return | 15.68% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $772 | $4,961-84.4% | $4,693-83.6% | $4,299-82.1% |
| Participant deferral / active EE | $7,716 | $8,310-7.2% | $7,997-3.5% | $6,507+18.6% |
| Admin fee / account holder | $86,589 | $14,846+483.2% | $13,435+544.5% | $12,624+585.9% |