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 | $250,241 | $157,256+59.1% | $141,162+77.3% | $152,861+63.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.59% | 64.32%-50.7pp | 71.39%-57.8pp | 345.32%-331.7pp |
| Employer contribution / active EE | $13,851 | $5,261+163.3% | $4,735+192.5% | $4,762+190.8% |
| Participant deferral / active EE | $1,604 | $7,109-77.4% | $6,709-76.1% | $5,850-72.6% |
| Admin fee / account holder | $726 | $12,120-94.0% | $10,261-92.9% | $11,596-93.7% |