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 | $504,512 | $112,881+346.9% | $90,951+454.7% | $158,922+217.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 38.66% | 215.79%-177.1pp | 134.60%-95.9pp | 302.83%-264.2pp |
| Employer contribution / active EE | $604 | $2,893-79.1% | $2,122-71.5% | $4,761-87.3% |
| Participant deferral / active EE | $906 | $4,128-78.0% | $3,373-73.1% | $5,982-84.9% |
| Admin fee / account holder | $2,365 | $8,041-70.6% | $5,959-60.3% | $11,246-79.0% |