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 | $737,212 | $369,484+99.5% | $303,047+143.3% | $357,791+106.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 13.91% | 0.42%+13.5pp | 2.47%+11.4pp | 396.79%-382.9pp |
| Employer contribution / active EE | $6,550 | $9,025-27.4% | $7,418-11.7% | $7,508-12.8% |
| Participant deferral / active EE | $890 | $5,439-83.6% | $5,070-82.4% | $5,521-83.9% |
| Admin fee / account holder | $28,029 | $49,137-43.0% | $39,333-28.7% | $28,387-1.3% |