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 | $270,189 | $99,032+172.8% | $80,019+237.7% | $135,375+99.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.75% | 15.39%-22.1pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,703 | $3,043-44.0% | $2,468-31.0% | $4,779-64.4% |
| Participant deferral / active EE | $686 | $4,282-84.0% | $3,686-81.4% | $5,609-87.8% |
| Admin fee / account holder | $4,065 | $10,436-61.1% | $6,521-37.7% | $10,827-62.5% |