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 | $426,879 | $108,919+291.9% | $100,391+325.2% | $145,922+192.5% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 18.55% | 57.88%-39.3pp | 49.20%-30.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,589 | $4,419-64.1% | $3,942-59.7% | $4,660-65.9% |
| Participant deferral / active EE | $2,125 | $8,445-74.8% | $8,082-73.7% | $6,688-68.2% |
| Admin fee / account holder | $1,210 | $9,689-87.5% | $7,899-84.7% | $13,397-91.0% |