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 | $332,759 | $202,318+64.5% | $172,739+92.6% | $152,861+117.7% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.4%+9.2pp |
| Annual return | 18.08% | 1029.65%-1011.6pp | 802.84%-784.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $11,563 | $5,856+97.5% | $5,143+124.8% | $4,762+142.8% |
| Participant deferral / active EE | $1,326 | $5,948-77.7% | $5,198-74.5% | $5,850-77.3% |
| Admin fee / account holder | $18,737 | $17,109+9.5% | $13,954+34.3% | $11,596+61.6% |