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 | $479,752 | $201,272+138.4% | $184,203+160.4% | $145,922+228.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.85% | 29.00%-20.1pp | 28.81%-20.0pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,670 | $7,022-76.2% | $6,427-74.0% | $4,660-64.2% |
| Participant deferral / active EE | $628 | $9,806-93.6% | $9,131-93.1% | $6,688-90.6% |
| Admin fee / account holder | $11,990 | $16,364-26.7% | $13,901-13.7% | $13,397-10.5% |