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 | $385,756 | $157,256+145.3% | $141,162+173.3% | $152,861+152.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.56% | 64.32%-46.8pp | 71.39%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,455 | $5,261-34.3% | $4,735-27.0% | $4,762-27.4% |
| Participant deferral / active EE | $1,508 | $7,109-78.8% | $6,709-77.5% | $5,850-74.2% |
| Admin fee / account holder | $23,333 | $12,120+92.5% | $10,261+127.4% | $11,596+101.2% |