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 | $348,603 | $369,484-5.7% | $303,047+15.0% | $357,791-2.6% |
| Participation rate | 75.0% | 90.0%-15.0pp | 87.1%-12.1pp | 85.6%-10.6pp |
| Annual return | 20.64% | 0.42%+20.2pp | 2.47%+18.2pp | 396.79%-376.2pp |
| Employer contribution / active EE | $4,521 | $9,025-49.9% | $7,418-39.1% | $7,508-39.8% |
| Participant deferral / active EE | $10,736 | $5,439+97.4% | $5,070+111.8% | $5,521+94.5% |
| Admin fee / account holder | $3,521 | $49,137-92.8% | $39,333-91.0% | $28,387-87.6% |