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 | $405,953 | $209,832+93.5% | $189,513+114.2% | $167,490+142.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.75% | 748.27%-736.5pp | 555.15%-543.4pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,765 | $6,914-74.5% | $6,162-71.3% | $4,837-63.5% |
| Participant deferral / active EE | $1,884 | $8,935-78.9% | $8,221-77.1% | $6,341-70.3% |
| Admin fee / account holder | $2,034 | $14,293-85.8% | $12,045-83.1% | $12,309-83.5% |