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 | $301,288 | $138,065+118.2% | $123,544+143.9% | $135,375+122.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.24% | 153.68%-145.4pp | 119.20%-111.0pp | 519.73%-511.5pp |
| Employer contribution / active EE | $9,955 | $5,151+93.3% | $4,628+115.1% | $4,779+108.3% |
| Participant deferral / active EE | $880 | $6,799-87.1% | $6,426-86.3% | $5,609-84.3% |
| Admin fee / account holder | $18,865 | $10,916+72.8% | $9,284+103.2% | $10,827+74.2% |