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 | $657,203 | $105,860+520.8% | $90,749+624.2% | $134,475+388.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.48% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.4pp |
| Employer contribution / active EE | $547 | $3,462-84.2% | $2,921-81.3% | $4,740-88.5% |
| Participant deferral / active EE | $21,916 | $5,216+320.2% | $4,564+380.2% | $6,400+242.4% |
| Admin fee / account holder | $108,664 | $13,938+679.6% | $8,445+1186.8% | $11,426+851.0% |