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 | $304,973 | $111,724+173.0% | $93,606+225.8% | $145,922+109.0% |
| Participation rate | 73.7% | 74.2%-0.5pp | 68.7%+5.0pp | 80.3%-6.6pp |
| Annual return | 22.12% | 202.98%-180.9pp | 133.20%-111.1pp | 561.29%-539.2pp |
| Employer contribution / active EE | $8,744 | $3,090+183.0% | $2,420+261.3% | $4,660+87.7% |
| Participant deferral / active EE | $49 | $4,912-99.0% | $4,411-98.9% | $6,688-99.3% |
| Admin fee / account holder | $11,884 | $10,250+15.9% | $8,285+43.4% | $13,397-11.3% |