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.
Participant 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 | $271,297 | $56,053+384.0% | $75,972+257.1% | $80,856+235.5% |
| Participation rate | 95.7% | 62.0%+33.6pp | 69.1%+26.6pp | 67.6%+28.0pp |
| Annual return | 26.49% | 20.53%+6.0pp | 359.55%-333.1pp | 35.59%-9.1pp |
| Employer contribution / active EE | $7,592 | $1,874+305.1% | $2,685+182.8% | $2,755+175.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $41,230 | $5,234+687.8% | $6,467+537.6% | $6,918+496.0% |