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 | $370,609 | $127,065+191.7% | $113,168+227.5% | $142,382+160.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | -7.43% | 24.03%-31.5pp | 24.27%-31.7pp | 217.08%-224.5pp |
| Employer contribution / active EE | $481 | $3,442-86.0% | $2,975-83.8% | $4,299-88.8% |
| Participant deferral / active EE | $4,273 | $5,716-25.2% | $5,107-16.3% | $6,507-34.3% |
| Admin fee / account holder | $476 | $15,736-97.0% | $12,068-96.1% | $12,624-96.2% |