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 | $312,435 | $83,477+274.3% | $125,175+149.6% | $72,985+328.1% |
| Participation rate | 89.3% | 73.3%+16.0pp | 79.8%+9.5pp | 69.5%+19.8pp |
| Annual return | 17.81% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.2pp |
| Employer contribution / active EE | $3,857 | $2,345+64.5% | $3,865-0.2% | $2,440+58.1% |
| Participant deferral / active EE | $1,523 | $3,585-57.5% | $4,937-69.2% | $3,607-57.8% |
| Admin fee / account holder | $6,998 | $5,517+26.8% | $9,702-27.9% | $5,124+36.6% |