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 | $429,595 | $148,534+189.2% | $135,903+216.1% | $139,434+208.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 11.23% | 79.19%-68.0pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,209 | $5,243-76.9% | $4,856-75.1% | $4,751-74.6% |
| Participant deferral / active EE | $1,660 | $8,100-79.5% | $7,758-78.6% | $6,710-75.3% |
| Admin fee / account holder | $15,670 | $12,400+26.4% | $10,762+45.6% | $11,403+37.4% |