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 | $312,456 | $96,557+223.6% | $80,975+285.9% | $273,961+14.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.67% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $5,590 | $4,868+14.8% | $3,714+50.5% | $4,869+14.8% |
| Participant deferral / active EE | $1,546 | $6,598-76.6% | $5,696-72.9% | $5,287-70.8% |
| Admin fee / account holder | $1,775 | $7,492-76.3% | $5,516-67.8% | $10,132-82.5% |