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 | $283,797 | $140,940+101.4% | $112,229+152.9% | $139,434+103.5% |
| Participation rate | 87.0% | 79.2%+7.8pp | 72.4%+14.5pp | 80.3%+6.6pp |
| Annual return | 20.13% | 32.71%-12.6pp | 30.20%-10.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $17,723 | $4,283+313.8% | $3,430+416.7% | $4,751+273.1% |
| Participant deferral / active EE | $0 | $5,874-100.0% | $4,798-100.0% | $6,710-100.0% |
| Admin fee / account holder | $2,828 | $9,954-71.6% | $7,748-63.5% | $11,403-75.2% |