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.
Employer 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 | $271,230 | $159,901+69.6% | $146,958+84.6% | $145,922+85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.11% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $702 | $5,286-86.7% | $4,933-85.8% | $4,660-84.9% |
| Participant deferral / active EE | $17,137 | $8,428+103.3% | $8,070+112.4% | $6,688+156.2% |
| Admin fee / account holder | $10,066 | $15,044-33.1% | $12,998-22.6% | $13,397-24.9% |