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 8-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 | $549,920 | $154,117+256.8% | $129,995+323.0% | $139,434+294.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 14.89% | 32.48%-17.6pp | -137.18%+152.1pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,504 | $5,289-71.6% | $4,320-65.2% | $4,751-68.3% |
| Participant deferral / active EE | $1,884 | $6,710-71.9% | $5,820-67.6% | $6,710-71.9% |
| Admin fee / account holder | $1,230 | $14,007-91.2% | $10,614-88.4% | $11,403-89.2% |