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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $463,869 | $100,326+362.4% | $180,183+157.4% | $84,808+447.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 2.73% | 17.86%-15.1pp | 27.86%-25.1pp | 40.90%-38.2pp |
| Employer contribution / active EE | $4,534 | $3,269+38.7% | $5,039-10.0% | $2,631+72.3% |
| Participant deferral / active EE | $0 | $5,066-100.0% | $6,822-100.0% | $4,212-100.0% |
| Admin fee / account holder | $43,804 | $9,674+352.8% | $19,975+119.3% | $7,344+496.5% |