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 | $425,959 | $106,584+299.6% | $101,326+320.4% | $142,382+199.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.77% | 36.93%-24.2pp | 36.82%-24.0pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,040 | $3,956-48.4% | $3,665-44.3% | $4,299-52.5% |
| Participant deferral / active EE | $2,040 | $8,297-75.4% | $7,994-74.5% | $6,507-68.7% |
| Admin fee / account holder | $129,904 | $11,446+1034.9% | $11,185+1061.4% | $12,624+929.0% |