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 | $280,490 | $288,797-2.9% | $239,577+17.1% | $382,429-26.7% |
| Participation rate | 91.7% | 85.8%+5.8pp | 82.1%+9.6pp | 87.7%+3.9pp |
| Annual return | 16.96% | -3.30%+20.3pp | -0.70%+17.7pp | 248.85%-231.9pp |
| Employer contribution / active EE | $12,500 | $8,558+46.1% | $7,232+72.8% | $8,036+55.6% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $31,337 | $18,649+68.0% | $19,315+62.2% | $30,732+2.0% |