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 | $374,151 | $133,958+179.3% | $112,228+233.4% | $134,475+178.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -14.35% | 47.11%-61.5pp | 27.45%-41.8pp | 417.96%-432.3pp |
| Employer contribution / active EE | $104 | $4,038-97.4% | $3,635-97.1% | $4,740-97.8% |
| Participant deferral / active EE | $1,798 | $5,291-66.0% | $4,728-62.0% | $6,400-71.9% |
| Admin fee / account holder | $115,394 | $7,489+1440.9% | $6,410+1700.2% | $11,426+909.9% |