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 | $255,975 | $167,484+52.8% | $151,611+68.8% | $134,475+90.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -15.30% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.3pp |
| Employer contribution / active EE | $458 | $6,829-93.3% | $6,166-92.6% | $4,740-90.3% |
| Participant deferral / active EE | $6,143 | $8,986-31.6% | $8,363-26.6% | $6,400-4.0% |
| Admin fee / account holder | $2,603 | $13,783-81.1% | $11,616-77.6% | $11,426-77.2% |