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 | $361,331 | $127,065+184.4% | $113,168+219.3% | $142,382+153.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 31.92% | 24.03%+7.9pp | 24.27%+7.7pp | 217.08%-185.2pp |
| Employer contribution / active EE | $23,656 | $3,442+587.3% | $2,975+695.1% | $4,299+450.2% |
| Participant deferral / active EE | $789 | $5,716-86.2% | $5,107-84.6% | $6,507-87.9% |
| Admin fee / account holder | $692 | $15,736-95.6% | $12,068-94.3% | $12,624-94.5% |