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 | $518,232 | $138,065+275.4% | $123,544+319.5% | $135,375+282.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.41% | 153.68%-153.3pp | 119.20%-118.8pp | 519.73%-519.3pp |
| Employer contribution / active EE | $8,337 | $5,151+61.8% | $4,628+80.1% | $4,779+74.4% |
| Participant deferral / active EE | $300 | $6,799-95.6% | $6,426-95.3% | $5,609-94.7% |
| Admin fee / account holder | $718 | $10,916-93.4% | $9,284-92.3% | $10,827-93.4% |