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 | $261,064 | $124,281+110.1% | $109,143+139.2% | $167,490+55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.81% | 26.04%-13.2pp | 25.75%-12.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $20,890 | $4,207+396.5% | $3,722+461.3% | $4,837+331.8% |
| Participant deferral / active EE | $1,227 | $5,255-76.7% | $4,653-73.6% | $6,341-80.7% |
| Admin fee / account holder | $1,360 | $7,970-82.9% | $6,752-79.9% | $12,309-89.0% |