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 | $292,010 | $112,096+160.5% | $95,952+204.3% | $158,922+83.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 19.31% | 171.09%-151.8pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $233 | $3,198-92.7% | $2,541-90.8% | $4,761-95.1% |
| Participant deferral / active EE | $2,333 | $4,784-51.2% | $4,167-44.0% | $5,982-61.0% |
| Admin fee / account holder | $50,541 | $10,130+398.9% | $6,795+643.8% | $11,246+349.4% |