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 | $1,148,636 | $159,901+618.3% | $146,958+681.6% | $145,922+687.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.39% | 98.13%-76.7pp | 418.34%-396.9pp | 561.29%-539.9pp |
| Employer contribution / active EE | $16,105 | $5,286+204.7% | $4,933+226.5% | $4,660+245.6% |
| Participant deferral / active EE | $1,875 | $8,428-77.8% | $8,070-76.8% | $6,688-72.0% |
| Admin fee / account holder | $10,004 | $15,044-33.5% | $12,998-23.0% | $13,397-25.3% |