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 | $345,726 | $209,411+65.1% | $178,490+93.7% | $158,922+117.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.21% | 188.75%-169.5pp | 151.07%-131.9pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,385 | $5,706-75.7% | $5,011-72.4% | $4,761-70.9% |
| Participant deferral / active EE | $1,688 | $5,954-71.6% | $5,202-67.5% | $5,982-71.8% |
| Admin fee / account holder | $4,719 | $17,074-72.4% | $13,984-66.3% | $11,246-58.0% |