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 | $294,558 | $175,202+68.1% | $149,673+96.8% | $139,434+111.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.75% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $13,385 | $5,474+144.5% | $4,818+177.8% | $4,751+181.7% |
| Participant deferral / active EE | $968 | $6,519-85.2% | $5,680-83.0% | $6,710-85.6% |
| Admin fee / account holder | $2,375 | $16,150-85.3% | $13,210-82.0% | $11,403-79.2% |