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 | $443,415 | $140,940+214.6% | $112,229+295.1% | $139,434+218.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.71% | 32.71%-14.0pp | 30.20%-11.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $39 | $4,283-99.1% | $3,430-98.9% | $4,751-99.2% |
| Participant deferral / active EE | $10,500 | $5,874+78.8% | $4,798+118.8% | $6,710+56.5% |
| Admin fee / account holder | $5,314 | $9,954-46.6% | $7,748-31.4% | $11,403-53.4% |