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 8-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 | $3,574,689 | $209,336+1607.6% | $197,124+1713.4% | $137,256+2504.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.42% | 48.09%-38.7pp | 44.34%-34.9pp | 220.34%-210.9pp |
| Employer contribution / active EE | $29,375 | $6,591+345.7% | $6,227+371.7% | $4,156+606.8% |
| Participant deferral / active EE | $2,500 | $9,614-74.0% | $9,135-72.6% | $6,407-61.0% |
| Admin fee / account holder | $31,495 | $17,308+82.0% | $16,298+93.2% | $12,270+156.7% |