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 | $1,780,180 | $138,044+1189.6% | $125,339+1320.3% | $134,475+1223.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -38.84% | 750.33%-789.2pp | 572.05%-610.9pp | 417.96%-456.8pp |
| Employer contribution / active EE | $1,240 | $5,243-76.4% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $2,177 | $7,799-72.1% | $7,446-70.8% | $6,400-66.0% |
| Admin fee / account holder | $87,113 | $11,571+652.8% | $10,010+770.3% | $11,426+662.4% |