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 | $334,671 | $97,744+242.4% | $103,476+223.4% | $145,922+129.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 14.57% | 25.41%-10.8pp | 23.90%-9.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $15,740 | $4,677+236.5% | $4,672+236.9% | $4,660+237.8% |
| Participant deferral / active EE | $1,625 | $6,603-75.4% | $6,623-75.5% | $6,688-75.7% |
| Admin fee / account holder | $2,551 | $12,515-79.6% | $9,413-72.9% | $13,397-81.0% |