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 | $436,367 | $142,344+206.6% | $119,609+264.8% | $134,475+224.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -10.38% | -12.44%+2.1pp | -14.97%+4.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $1,009 | $5,222-80.7% | $4,232-76.2% | $4,740-78.7% |
| Participant deferral / active EE | $4,188 | $6,469-35.3% | $5,602-25.3% | $6,400-34.6% |
| Admin fee / account holder | $5,448 | $13,584-59.9% | $10,323-47.2% | $11,426-52.3% |