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 7-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 | $299,775 | $93,071+222.1% | $74,583+301.9% | $273,961+9.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.48% | 26.18%-17.7pp | 20.47%-12.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $422 | $3,160-86.6% | $2,525-83.3% | $4,869-91.3% |
| Participant deferral / active EE | $422 | $4,160-89.8% | $3,458-87.8% | $5,287-92.0% |
| Admin fee / account holder | $6,496 | $5,272+23.2% | $4,138+57.0% | $10,132-35.9% |