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 7-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 | $302,161 | $163,101+85.3% | $136,749+121.0% | $142,382+112.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.00% | 27.54%-8.5pp | 24.33%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $563 | $4,117-86.3% | $3,400-83.4% | $4,299-86.9% |
| Participant deferral / active EE | $4,503 | $5,585-19.4% | $4,692-4.0% | $6,507-30.8% |
| Admin fee / account holder | $2,102 | $14,318-85.3% | $11,386-81.5% | $12,624-83.4% |