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 9-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 | $261,811 | $152,587+71.6% | $125,175+109.2% | $152,861+71.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 4.98% | 54.84%-49.9pp | 43.79%-38.8pp | 345.32%-340.3pp |
| Employer contribution / active EE | $5,072 | $4,946+2.5% | $3,865+31.2% | $4,762+6.5% |
| Participant deferral / active EE | $1,430 | $5,868-75.6% | $4,937-71.0% | $5,850-75.6% |
| Admin fee / account holder | $1,706 | $13,434-87.3% | $9,702-82.4% | $11,596-85.3% |