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 6-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 | $288,331 | $217,402+32.6% | $185,823+55.2% | $167,490+72.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.41% | 148.36%-136.0pp | 122.05%-109.6pp | 478.56%-466.2pp |
| Employer contribution / active EE | $8,134 | $5,873+38.5% | $5,167+57.4% | $4,837+68.1% |
| Participant deferral / active EE | $2,074 | $6,356-67.4% | $5,568-62.8% | $6,341-67.3% |
| Admin fee / account holder | $1,902 | $19,811-90.4% | $16,237-88.3% | $12,309-84.5% |