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 6-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 | $279,660 | $114,381+144.5% | $107,525+160.1% | $142,382+96.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 33.32% | 242.71%-209.4pp | 181.32%-148.0pp | 217.08%-183.8pp |
| Employer contribution / active EE | $2,014 | $4,015-49.8% | $3,754-46.3% | $4,299-53.2% |
| Participant deferral / active EE | $707 | $5,564-87.3% | $5,116-86.2% | $6,507-89.1% |
| Admin fee / account holder | $3,158 | $9,860-68.0% | $8,919-64.6% | $12,624-75.0% |