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 | $289,764 | $138,044+109.9% | $125,339+131.2% | $134,475+115.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -0.17% | 750.33%-750.5pp | 572.05%-572.2pp | 417.96%-418.1pp |
| Employer contribution / active EE | $16,588 | $5,243+216.4% | $4,814+244.6% | $4,740+250.0% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $422,778 | $11,571+3553.7% | $10,010+4123.8% | $11,426+3600.2% |