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 9-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 | $653,834 | $183,519+256.3% | $155,509+320.4% | $145,922+348.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 61.17%-42.5pp | 64.67%-46.0pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,500 | $5,313-52.9% | $4,672-46.5% | $4,660-46.3% |
| Participant deferral / active EE | $375 | $6,462-94.2% | $5,626-93.3% | $6,688-94.4% |
| Admin fee / account holder | $90,569 | $19,313+369.0% | $15,912+469.2% | $13,397+576.0% |