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 | $410,662 | $112,096+266.3% | $95,952+328.0% | $158,922+158.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.54% | 171.09%-146.6pp | 91.61%-67.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,007 | $3,198-68.5% | $2,541-60.4% | $4,761-78.8% |
| Participant deferral / active EE | $998 | $4,784-79.1% | $4,167-76.0% | $5,982-83.3% |
| Admin fee / account holder | $1,164 | $10,130-88.5% | $6,795-82.9% | $11,246-89.6% |