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 | $1,701,206 | $238,490+613.3% | $180,183+844.2% | $142,382+1094.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 12.94% | 33.56%-20.6pp | 27.86%-14.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $49,951 | $6,143+713.2% | $5,039+891.3% | $4,299+1061.9% |
| Participant deferral / active EE | $828 | $7,996-89.6% | $6,822-87.9% | $6,507-87.3% |
| Admin fee / account holder | $15,411 | $28,866-46.6% | $19,975-22.9% | $12,624+22.1% |