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 | $307,860 | $177,572+73.4% | $154,803+98.9% | $142,382+116.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.70% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $887 | $4,810-81.6% | $4,305-79.4% | $4,299-79.4% |
| Participant deferral / active EE | $520 | $6,272-91.7% | $5,540-90.6% | $6,507-92.0% |
| Admin fee / account holder | $1,313 | $16,786-92.2% | $14,329-90.8% | $12,624-89.6% |