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 | $329,593 | $157,256+109.6% | $141,162+133.5% | $152,861+115.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.36% | 64.32%-44.0pp | 71.39%-51.0pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,793 | $5,261-46.9% | $4,735-41.0% | $4,762-41.4% |
| Participant deferral / active EE | $2,134 | $7,109-70.0% | $6,709-68.2% | $5,850-63.5% |
| Admin fee / account holder | $28,165 | $12,120+132.4% | $10,261+174.5% | $11,596+142.9% |