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 | $256,144 | $112,096+128.5% | $95,952+167.0% | $158,922+61.2% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 10.82% | 171.09%-160.3pp | 91.61%-80.8pp | 302.83%-292.0pp |
| Employer contribution / active EE | $323 | $3,198-89.9% | $2,541-87.3% | $4,761-93.2% |
| Participant deferral / active EE | $5,666 | $4,784+18.4% | $4,167+36.0% | $5,982-5.3% |
| Admin fee / account holder | $26,041 | $10,130+157.1% | $6,795+283.2% | $11,246+131.6% |