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 | $267,162 | $180,449+48.1% | $154,107+73.4% | $135,375+97.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.49% | 888.09%-898.6pp | 735.12%-745.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $5,000 | $6,035-17.1% | $5,298-5.6% | $4,779+4.6% |
| Participant deferral / active EE | $520 | $5,806-91.0% | $5,081-89.8% | $5,609-90.7% |
| Admin fee / account holder | $3,137 | $16,143-80.6% | $13,411-76.6% | $10,827-71.0% |