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 | $330,496 | $148,534+122.5% | $135,903+143.2% | $139,434+137.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.07% | 79.19%-45.1pp | 68.23%-34.2pp | 372.94%-338.9pp |
| Employer contribution / active EE | -$4,754 | $5,243-190.7% | $4,856-197.9% | $4,751-200.1% |
| Participant deferral / active EE | $12,939 | $8,100+59.7% | $7,758+66.8% | $6,710+92.8% |
| Admin fee / account holder | $16,879 | $12,400+36.1% | $10,762+56.8% | $11,403+48.0% |