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 | $269,159 | $124,281+116.6% | $109,143+146.6% | $167,490+60.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.10% | 26.04%-16.9pp | 25.75%-16.6pp | 478.56%-469.5pp |
| Employer contribution / active EE | $20,143 | $4,207+378.7% | $3,722+441.2% | $4,837+316.4% |
| Participant deferral / active EE | $209 | $5,255-96.0% | $4,653-95.5% | $6,341-96.7% |
| Admin fee / account holder | $8,253 | $7,970+3.5% | $6,752+22.2% | $12,309-33.0% |