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 | $361,235 | $175,202+106.2% | $149,673+141.3% | $139,434+159.1% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.98% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,044 | $5,474-44.4% | $4,818-36.8% | $4,751-35.9% |
| Participant deferral / active EE | $1,432 | $6,519-78.0% | $5,680-74.8% | $6,710-78.7% |
| Admin fee / account holder | $8,209 | $16,150-49.2% | $13,210-37.9% | $11,403-28.0% |