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 | $403,024 | $297,529+35.5% | $246,525+63.5% | $357,791+12.6% |
| Participation rate | 90.5% | 86.5%+3.9pp | 82.0%+8.5pp | 85.6%+4.9pp |
| Annual return | 101.85% | -2.25%+104.1pp | 0.46%+101.4pp | 396.79%-294.9pp |
| Employer contribution / active EE | $9,524 | $8,709+9.4% | $7,467+27.6% | $7,508+26.9% |
| Participant deferral / active EE | $4,299 | $6,076-29.2% | $5,422-20.7% | $5,521-22.1% |
| Admin fee / account holder | $17,113 | $16,212+5.6% | $16,551+3.4% | $28,387-39.7% |