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 | $412,845 | $202,318+104.1% | $172,739+139.0% | $152,861+170.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 17.64% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $2,006 | $5,856-65.7% | $5,143-61.0% | $4,762-57.9% |
| Participant deferral / active EE | $1,400 | $5,948-76.5% | $5,198-73.1% | $5,850-76.1% |
| Admin fee / account holder | $2,367 | $17,109-86.2% | $13,954-83.0% | $11,596-79.6% |