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 | $346,220 | $138,044+150.8% | $125,339+176.2% | $134,475+157.5% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -11.76% | 750.33%-762.1pp | 572.05%-583.8pp | 417.96%-429.7pp |
| Employer contribution / active EE | $12,199 | $5,243+132.7% | $4,814+153.4% | $4,740+157.4% |
| Participant deferral / active EE | $569 | $7,799-92.7% | $7,446-92.4% | $6,400-91.1% |
| Admin fee / account holder | $4,920 | $11,571-57.5% | $10,010-50.8% | $11,426-56.9% |