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 | $372,713 | $165,984+124.5% | $164,813+126.1% | $145,922+155.4% |
| Participation rate | 82.4% | 82.0%+0.4pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 19.24% | 100.03%-80.8pp | 69.93%-50.7pp | 561.29%-542.0pp |
| Employer contribution / active EE | $11,966 | $5,273+126.9% | $4,341+175.7% | $4,660+156.8% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $929 | $16,648-94.4% | $12,690-92.7% | $13,397-93.1% |