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 | $858,171 | $111,754+667.9% | $103,333+730.5% | $145,922+488.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.62% | 24.77%-14.1pp | 24.88%-14.3pp | 561.29%-550.7pp |
| Employer contribution / active EE | $550 | $4,212-86.9% | $3,868-85.8% | $4,660-88.2% |
| Participant deferral / active EE | $7,584 | $5,619+35.0% | $5,057+49.9% | $6,688+13.4% |
| Admin fee / account holder | $8,766 | $9,750-10.1% | $8,355+4.9% | $13,397-34.6% |