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 | $471,594 | $63,346+644.5% | $92,233+411.3% | $70,131+572.4% |
| Participation rate | 98.2% | 68.7%+29.6pp | 76.5%+21.8pp | 69.5%+28.7pp |
| Annual return | 13.25% | 530.12%-516.9pp | 176.28%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $16,723 | $2,471+576.7% | $3,679+354.5% | $2,342+613.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $16,341 | $3,840+325.5% | $5,194+214.6% | $4,645+251.8% |