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 | $239,571+610.1% | $183,328+828.0% | $137,256+1139.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 12.94% | 35.69%-22.7pp | 29.67%-16.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $49,951 | $6,148+712.5% | $5,055+888.1% | $4,156+1101.9% |
| Participant deferral / active EE | $828 | $7,995-89.6% | $6,795-87.8% | $6,407-87.1% |
| Admin fee / account holder | $15,411 | $30,059-48.7% | $21,427-28.1% | $12,270+25.6% |