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 | $400,720 | $228,332+75.5% | $185,823+115.6% | $158,922+152.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.19% | 40.80%-26.6pp | 35.95%-21.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,011 | $4,967-79.6% | $4,087-75.3% | $4,761-78.8% |
| Participant deferral / active EE | $1,104 | $6,415-82.8% | $5,632-80.4% | $5,982-81.5% |
| Admin fee / account holder | $18,573 | $11,864+56.6% | $9,500+95.5% | $11,246+65.2% |