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 | $254,240 | $165,335+53.8% | $149,696+69.8% | $158,922+60.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 14.51% | 348.15%-333.6pp | 276.60%-262.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $834 | $5,103-83.7% | $4,644-82.0% | $4,761-82.5% |
| Participant deferral / active EE | $6,312 | $7,181-12.1% | $6,842-7.7% | $5,982+5.5% |
| Admin fee / account holder | $30,959 | $10,807+186.5% | $9,309+232.6% | $11,246+175.3% |