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 | $272,247 | $297,529-8.5% | $246,525+10.4% | $357,791-23.9% |
| Participation rate | 81.8% | 86.5%-4.7pp | 82.0%-0.1pp | 85.6%-3.8pp |
| Annual return | 25.95% | -2.25%+28.2pp | 0.46%+25.5pp | 396.79%-370.8pp |
| Employer contribution / active EE | $2,727 | $8,709-68.7% | $7,467-63.5% | $7,508-63.7% |
| Participant deferral / active EE | $8,926 | $6,076+46.9% | $5,422+64.6% | $5,521+61.7% |
| Admin fee / account holder | $610 | $16,212-96.2% | $16,551-96.3% | $28,387-97.9% |