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 | $445,106 | $124,281+258.1% | $109,143+307.8% | $167,490+165.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.95% | 26.04%-12.1pp | 25.75%-11.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,204 | $4,207-47.6% | $3,722-40.8% | $4,837-54.4% |
| Participant deferral / active EE | $1,300 | $5,255-75.3% | $4,653-72.1% | $6,341-79.5% |
| Admin fee / account holder | $3,698 | $7,970-53.6% | $6,752-45.2% | $12,309-70.0% |