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 | $728,319 | $112,729+546.1% | $98,716+637.8% | $137,256+430.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.13% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $537 | $2,725-80.3% | $2,279-76.4% | $4,156-87.1% |
| Participant deferral / active EE | $741 | $4,640-84.0% | $4,048-81.7% | $6,407-88.4% |
| Admin fee / account holder | $45,737 | $10,129+351.6% | $8,703+425.5% | $12,270+272.7% |