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 4-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 | $792,427 | $81,625+870.8% | $58,482+1255.0% | $139,434+468.3% |
| Participation rate | 70.0% | 61.3%+8.7pp | 50.9%+19.1pp | 80.3%-10.3pp |
| Annual return | 9.27% | 7404.20%-7394.9pp | 4239.32%-4230.0pp | 372.94%-363.7pp |
| Employer contribution / active EE | $15,691 | $1,398+1022.2% | $1,053+1389.8% | $4,751+230.3% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $1,924-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,418 | $3,265+65.9% | $2,516+115.3% | $11,403-52.5% |