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 | $288,797+135.4% | $239,577+183.8% | $382,429+77.8% |
| Participation rate | 85.7% | 85.8%-0.1pp | 82.1%+3.6pp | 87.7%-2.0pp |
| Annual return | 11.30% | -3.30%+14.6pp | -0.70%+12.0pp | 248.85%-237.6pp |
| Employer contribution / active EE | $27,857 | $8,558+225.5% | $7,232+285.2% | $8,036+246.7% |
| Participant deferral / active EE | $189 | $6,420-97.1% | $5,676-96.7% | $5,727-96.7% |
| Admin fee / account holder | $540 | $18,649-97.1% | $19,315-97.2% | $30,732-98.2% |