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 | $324,886 | $183,592+77.0% | $155,567+108.8% | $145,959+122.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 10.17% | 61.24%-51.1pp | 64.74%-54.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $4,915 | $5,315-7.5% | $4,674+5.2% | $4,661+5.5% |
| Participant deferral / active EE | $1,527 | $6,464-76.4% | $5,628-72.9% | $6,689-77.2% |
| Admin fee / account holder | $8,879 | $19,318-54.0% | $15,916-44.2% | $13,398-33.7% |