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 | $505,478 | $209,832+140.9% | $189,513+166.7% | $167,490+201.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.69% | 748.27%-725.6pp | 555.15%-532.5pp | 478.56%-455.9pp |
| Employer contribution / active EE | $10,336 | $6,914+49.5% | $6,162+67.7% | $4,837+113.7% |
| Participant deferral / active EE | $86 | $8,935-99.0% | $8,221-99.0% | $6,341-98.6% |
| Admin fee / account holder | $2,441 | $14,293-82.9% | $12,045-79.7% | $12,309-80.2% |