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 | $262,793 | $106,749+146.2% | $145,433+80.7% | $82,448+218.7% |
| Participation rate | 73.1% | 75.6%-2.6pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 18.69% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $12 | $3,444-99.6% | $4,554-99.7% | $2,551-99.5% |
| Participant deferral / active EE | $10,744 | $6,519+64.8% | $7,897+36.1% | $4,139+159.6% |
| Admin fee / account holder | $5,978 | $8,390-28.8% | $13,129-54.5% | $7,234-17.4% |