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 | $679,968 | $297,529+128.5% | $246,525+175.8% | $357,791+90.0% |
| Participation rate | 85.7% | 86.5%-0.8pp | 82.0%+3.8pp | 85.6%+0.1pp |
| Annual return | 11.30% | -2.25%+13.6pp | 0.46%+10.8pp | 396.79%-385.5pp |
| Employer contribution / active EE | $27,857 | $8,709+219.9% | $7,467+273.1% | $7,508+271.1% |
| Participant deferral / active EE | $189 | $6,076-96.9% | $5,422-96.5% | $5,521-96.6% |
| Admin fee / account holder | $540 | $16,212-96.7% | $16,551-96.7% | $28,387-98.1% |