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 | $348,862 | $157,256+121.8% | $141,162+147.1% | $152,861+128.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 22.02% | 64.32%-42.3pp | 71.39%-49.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $780 | $5,261-85.2% | $4,735-83.5% | $4,762-83.6% |
| Participant deferral / active EE | $3,967 | $7,109-44.2% | $6,709-40.9% | $5,850-32.2% |
| Admin fee / account holder | $7,245 | $12,120-40.2% | $10,261-29.4% | $11,596-37.5% |