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 | $776,871 | $127,065+511.4% | $113,168+586.5% | $142,382+445.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.91% | 24.03%-8.1pp | 24.27%-8.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $35,540 | $3,442+932.5% | $2,975+1094.5% | $4,299+726.7% |
| Participant deferral / active EE | $1,200 | $5,716-79.0% | $5,107-76.5% | $6,507-81.6% |
| Admin fee / account holder | $16,852 | $15,736+7.1% | $12,068+39.6% | $12,624+33.5% |