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 | $342,897 | $175,202+95.7% | $149,673+129.1% | $139,434+145.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.67% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $707 | $5,474-87.1% | $4,818-85.3% | $4,751-85.1% |
| Participant deferral / active EE | $4,822 | $6,519-26.0% | $5,680-15.1% | $6,710-28.1% |
| Admin fee / account holder | $10,133 | $16,150-37.3% | $13,210-23.3% | $11,403-11.1% |