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 | $543,765 | $104,251+421.6% | $91,001+497.5% | $147,584+268.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.61% | 27.06%-12.5pp | 4.60%+10.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $28,867 | $3,116+826.5% | $2,456+1075.6% | $4,876+492.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,107 | $8,948-42.9% | $5,417-5.7% | $10,885-53.1% |