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 | $334,225 | $127,264+162.6% | $109,895+204.1% | $167,490+99.5% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.2%+21.6pp | 82.1%+13.7pp |
| Annual return | 14.75% | 22.97%-8.2pp | 29.45%-14.7pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,167 | $3,322+25.4% | $2,842+46.6% | $4,837-13.9% |
| Participant deferral / active EE | $0 | $4,514-100.0% | $4,048-100.0% | $6,341-100.0% |
| Admin fee / account holder | $37,874 | $7,114+432.4% | $6,066+524.4% | $12,309+207.7% |