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 | $432,955 | $197,591+119.1% | $177,821+143.5% | $158,922+172.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 23.62% | 58.76%-35.1pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,216 | $6,697-81.8% | $5,918-79.4% | $4,761-74.5% |
| Participant deferral / active EE | $10,962 | $8,405+30.4% | $7,714+42.1% | $5,982+83.2% |
| Admin fee / account holder | $1,897 | $15,399-87.7% | $12,427-84.7% | $11,246-83.1% |