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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,694,786 | $127,386+1230.4% | $115,037+1373.3% | $125,391+1251.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.42% | 31.28%-38.7pp | 26.14%-33.6pp | 282.22%-289.6pp |
| Employer contribution / active EE | $16 | $5,166-99.7% | $4,608-99.7% | $4,866-99.7% |
| Participant deferral / active EE | $5,064 | $6,423-21.2% | $6,026-16.0% | $5,352-5.4% |
| Admin fee / account holder | $30,942 | $9,516+225.1% | $8,175+278.5% | $9,540+224.3% |