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 7-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 | $1,021,877 | $124,185+722.9% | $108,410+842.6% | $167,490+510.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.45% | 1379.64%-1357.2pp | 905.27%-882.8pp | 478.56%-456.1pp |
| Employer contribution / active EE | $50,000 | $4,187+1094.3% | $3,558+1305.1% | $4,837+933.6% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,341-100.0% |
| Admin fee / account holder | $43,385 | $9,455+358.9% | $7,295+494.7% | $12,309+252.5% |