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 | $554,267 | $369,484+50.0% | $303,047+82.9% | $357,791+54.9% |
| Participation rate | 72.7% | 90.0%-17.3pp | 87.1%-14.4pp | 85.6%-12.9pp |
| Annual return | 13.08% | 0.42%+12.7pp | 2.47%+10.6pp | 396.79%-383.7pp |
| Employer contribution / active EE | $4,943 | $9,025-45.2% | $7,418-33.4% | $7,508-34.2% |
| Participant deferral / active EE | $8,880 | $5,439+63.2% | $5,070+75.2% | $5,521+60.8% |
| Admin fee / account holder | $8,590 | $49,137-82.5% | $39,333-78.2% | $28,387-69.7% |