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 | $264,719 | $209,411+26.4% | $178,490+48.3% | $158,922+66.6% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 101.02% | 188.75%-87.7pp | 151.07%-50.1pp | 302.83%-201.8pp |
| Employer contribution / active EE | $6,487 | $5,706+13.7% | $5,011+29.5% | $4,761+36.3% |
| Participant deferral / active EE | $1,733 | $5,954-70.9% | $5,202-66.7% | $5,982-71.0% |
| Admin fee / account holder | $2,352 | $17,074-86.2% | $13,984-83.2% | $11,246-79.1% |