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 | $320,032 | $165,335+93.6% | $149,696+113.8% | $158,922+101.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.05% | 348.15%-328.1pp | 276.60%-256.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $28,029 | $5,103+449.3% | $4,644+503.5% | $4,761+488.7% |
| Participant deferral / active EE | $2,100 | $7,181-70.8% | $6,842-69.3% | $5,982-64.9% |
| Admin fee / account holder | $2,849 | $10,807-73.6% | $9,309-69.4% | $11,246-74.7% |