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 | $274,038 | $138,065+98.5% | $123,544+121.8% | $135,375+102.4% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -5.83% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,765 | $5,151-7.5% | $4,628+3.0% | $4,779-0.3% |
| Participant deferral / active EE | $968 | $6,799-85.8% | $6,426-84.9% | $5,609-82.7% |
| Admin fee / account holder | $15,814 | $10,916+44.9% | $9,284+70.3% | $10,827+46.1% |