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 | $331,801 | $180,028+84.3% | $138,135+140.2% | $158,922+108.8% |
| Participation rate | 75.0% | 82.2%-7.2pp | 78.7%-3.7pp | 82.0%-7.0pp |
| Annual return | 46.52% | 21.68%+24.8pp | 20.51%+26.0pp | 302.83%-256.3pp |
| Employer contribution / active EE | $2,175 | $7,470-70.9% | $5,587-61.1% | $4,761-54.3% |
| Participant deferral / active EE | $2,297 | $7,717-70.2% | $6,431-64.3% | $5,982-61.6% |
| Admin fee / account holder | $527 | $17,912-97.1% | $11,856-95.6% | $11,246-95.3% |