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 | $511,614 | $176,812+189.4% | $146,665+248.8% | $167,490+205.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.59% | 24.03%-8.4pp | 22.74%-7.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,016 | $5,160-80.3% | $4,136-75.4% | $4,837-79.0% |
| Participant deferral / active EE | $6,670 | $6,440+3.6% | $5,506+21.1% | $6,341+5.2% |
| Admin fee / account holder | $32,520 | $13,259+145.3% | $10,280+216.4% | $12,309+164.2% |