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 3-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 | $460,467 | $81,460+465.3% | $103,333+345.6% | $80,856+469.5% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.6%+30.0pp |
| Annual return | 180.79% | 25.55%+155.2pp | 24.88%+155.9pp | 35.59%+145.2pp |
| Employer contribution / active EE | $10,495 | $3,105+238.0% | $3,868+171.3% | $2,755+281.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,701 | $6,566-43.6% | $8,355-55.7% | $6,918-46.5% |