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 | $183,592+256.1% | $155,567+320.3% | $145,959+348.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 61.24%-42.6pp | 64.74%-46.1pp | 561.95%-543.3pp |
| Employer contribution / active EE | $2,500 | $5,315-53.0% | $4,674-46.5% | $4,661-46.4% |
| Participant deferral / active EE | $375 | $6,464-94.2% | $5,628-93.3% | $6,689-94.4% |
| Admin fee / account holder | $90,569 | $19,318+368.8% | $15,916+469.0% | $13,398+576.0% |