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 | $406,913 | $183,963+121.2% | $162,163+150.9% | $152,861+166.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.22% | 150.76%-124.5pp | 115.59%-89.4pp | 345.32%-319.1pp |
| Employer contribution / active EE | $9,430 | $6,371+48.0% | $5,614+68.0% | $4,762+98.0% |
| Participant deferral / active EE | $670 | $8,034-91.7% | $7,298-90.8% | $5,850-88.6% |
| Admin fee / account holder | $12,015 | $13,121-8.4% | $10,843+10.8% | $11,596+3.6% |