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 | $385,251 | $105,126+266.5% | $94,646+307.0% | $139,434+176.3% |
| Participation rate | 81.8% | 82.4%-0.5pp | 80.8%+1.0pp | 80.3%+1.5pp |
| Annual return | 16.36% | 38.03%-21.7pp | 156.71%-140.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $20,093 | $4,106+389.4% | $3,672+447.2% | $4,751+322.9% |
| Participant deferral / active EE | $1,646 | $7,599-78.3% | $7,418-77.8% | $6,710-75.5% |
| Admin fee / account holder | $5,614 | $8,984-37.5% | $7,231-22.4% | $11,403-50.8% |