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 | $276,158 | $159,602+73.0% | $150,045+84.0% | $142,382+94.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,066 | $4,961-78.5% | $4,693-77.3% | $4,299-75.2% |
| Participant deferral / active EE | $1,469 | $8,310-82.3% | $7,997-81.6% | $6,507-77.4% |
| Admin fee / account holder | $1,361 | $14,846-90.8% | $13,435-89.9% | $12,624-89.2% |