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 | $302,559 | $114,237+164.9% | $119,258+153.7% | $167,490+80.6% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 31.15% | 29.87%+1.3pp | 30.69%+0.5pp | 478.56%-447.4pp |
| Employer contribution / active EE | $15,060 | $4,481+236.1% | $4,384+243.5% | $4,837+211.3% |
| Participant deferral / active EE | $1,625 | $6,084-73.3% | $6,111-73.4% | $6,341-74.4% |
| Admin fee / account holder | $2,568 | $8,932-71.3% | $7,226-64.5% | $12,309-79.1% |