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 | $700,846 | $183,963+281.0% | $162,163+332.2% | $152,861+358.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.34% | 150.76%-139.4pp | 115.59%-104.3pp | 345.32%-334.0pp |
| Employer contribution / active EE | $23,238 | $6,371+264.8% | $5,614+314.0% | $4,762+388.0% |
| Participant deferral / active EE | $1,600 | $8,034-80.1% | $7,298-78.1% | $5,850-72.7% |
| Admin fee / account holder | $24,393 | $13,121+85.9% | $10,843+125.0% | $11,596+110.3% |