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 | $518,414 | $211,958+144.6% | $169,463+205.9% | $135,375+282.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.93% | 3.26%-5.2pp | 1.83%-3.8pp | 519.73%-521.7pp |
| Employer contribution / active EE | $2,014 | $5,120-60.7% | $4,159-51.6% | $4,779-57.9% |
| Participant deferral / active EE | $444 | $6,075-92.7% | $5,277-91.6% | $5,609-92.1% |
| Admin fee / account holder | $2,527 | $11,471-78.0% | $9,109-72.3% | $10,827-76.7% |