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 | $324,834 | $201,272+61.4% | $184,203+76.3% | $145,922+122.6% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 25.14% | 29.00%-3.9pp | 28.81%-3.7pp | 561.29%-536.1pp |
| Employer contribution / active EE | $848 | $7,022-87.9% | $6,427-86.8% | $4,660-81.8% |
| Participant deferral / active EE | $7,076 | $9,806-27.8% | $9,131-22.5% | $6,688+5.8% |
| Admin fee / account holder | $1,179 | $16,364-92.8% | $13,901-91.5% | $13,397-91.2% |