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 | $286,449 | $111,814+156.2% | $103,374+177.1% | $145,959+96.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.20% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.7pp |
| Employer contribution / active EE | $723 | $4,214-82.8% | $3,869-81.3% | $4,661-84.5% |
| Participant deferral / active EE | $4,983 | $5,618-11.3% | $5,058-1.5% | $6,689-25.5% |
| Admin fee / account holder | $34,355 | $9,754+252.2% | $8,394+309.3% | $13,398+156.4% |