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 | $494,611 | $157,256+214.5% | $141,162+250.4% | $152,861+223.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 42.77% | 64.32%-21.6pp | 71.39%-28.6pp | 345.32%-302.5pp |
| Employer contribution / active EE | $1,643 | $5,261-68.8% | $4,735-65.3% | $4,762-65.5% |
| Participant deferral / active EE | $263 | $7,109-96.3% | $6,709-96.1% | $5,850-95.5% |
| Admin fee / account holder | $23,063 | $12,120+90.3% | $10,261+124.8% | $11,596+98.9% |