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 | $268,800 | $93,571+187.3% | $135,903+97.8% | $75,163+257.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 9.17% | 30.90%-21.7pp | 68.23%-59.1pp | 160.62%-151.4pp |
| Employer contribution / active EE | $281 | $3,537-92.0% | $4,856-94.2% | $2,670-89.5% |
| Participant deferral / active EE | $7,667 | $6,404+19.7% | $7,758-1.2% | $4,125+85.9% |
| Admin fee / account holder | $6,526 | $6,975-6.4% | $10,762-39.4% | $5,651+15.5% |