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 3-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 | $267,421 | $154,228+73.4% | $145,433+83.9% | $137,256+94.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 14.74% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $548 | $4,804-88.6% | $4,554-88.0% | $4,156-86.8% |
| Participant deferral / active EE | $11,194 | $8,216+36.2% | $7,897+41.7% | $6,407+74.7% |
| Admin fee / account holder | $3,817 | $14,344-73.4% | $13,129-70.9% | $12,270-68.9% |