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 | $400,616 | $108,919+267.8% | $100,391+299.1% | $145,922+174.5% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 12.19% | 57.88%-45.7pp | 49.20%-37.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $17,796 | $4,419+302.7% | $3,942+351.5% | $4,660+281.9% |
| Participant deferral / active EE | $1,425 | $8,445-83.1% | $8,082-82.4% | $6,688-78.7% |
| Admin fee / account holder | $3,619 | $9,689-62.6% | $7,899-54.2% | $13,397-73.0% |