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 | $383,648 | $201,259+90.6% | $184,200+108.3% | $145,959+162.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.30% | 28.98%-2.7pp | 28.80%-2.5pp | 561.95%-535.6pp |
| Employer contribution / active EE | $4,791 | $7,018-31.7% | $6,424-25.4% | $4,661+2.8% |
| Participant deferral / active EE | $1,275 | $9,806-87.0% | $9,132-86.0% | $6,689-80.9% |
| Admin fee / account holder | $1,223 | $16,372-92.5% | $13,907-91.2% | $13,398-90.9% |