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 | $443,392 | $165,335+168.2% | $149,696+196.2% | $158,922+179.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.99% | 348.15%-333.2pp | 276.60%-261.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $4,740 | $5,103-7.1% | $4,644+2.1% | $4,761-0.4% |
| Participant deferral / active EE | $1,728 | $7,181-75.9% | $6,842-74.7% | $5,982-71.1% |
| Admin fee / account holder | $3,277 | $10,807-69.7% | $9,309-64.8% | $11,246-70.9% |