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 | $391,884 | $175,202+123.7% | $149,673+161.8% | $139,434+181.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 40.45% | 166.71%-126.3pp | 134.42%-94.0pp | 372.94%-332.5pp |
| Employer contribution / active EE | $1,527 | $5,474-72.1% | $4,818-68.3% | $4,751-67.9% |
| Participant deferral / active EE | $1,877 | $6,519-71.2% | $5,680-66.9% | $6,710-72.0% |
| Admin fee / account holder | $6,797 | $16,150-57.9% | $13,210-48.5% | $11,403-40.4% |