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 | $324,009 | $171,865+88.5% | $149,718+116.4% | $147,584+119.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.27% | 2113.22%-2091.9pp | 1501.63%-1480.4pp | 578.55%-557.3pp |
| Employer contribution / active EE | $10,074 | $6,275+60.5% | $5,445+85.0% | $4,876+106.6% |
| Participant deferral / active EE | $1,061 | $7,271-85.4% | $6,569-83.9% | $5,439-80.5% |
| Admin fee / account holder | $9,126 | $13,799-33.9% | $11,283-19.1% | $10,885-16.2% |