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 | $256,602 | $98,240+161.2% | $82,313+211.7% | $147,584+73.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.20% | 30.85%-17.7pp | 25.88%-12.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $818 | $3,192-74.4% | $2,428-66.3% | $4,876-83.2% |
| Participant deferral / active EE | $1,079 | $4,383-75.4% | $3,706-70.9% | $5,439-80.2% |
| Admin fee / account holder | $6,989 | $8,563-18.4% | $5,608+24.6% | $10,885-35.8% |