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 | $453,998 | $114,381+296.9% | $107,525+322.2% | $142,382+218.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.82% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,070 | $4,015-73.4% | $3,754-71.5% | $4,299-75.1% |
| Participant deferral / active EE | $1,337 | $5,564-76.0% | $5,116-73.9% | $6,507-79.5% |
| Admin fee / account holder | $1,550 | $9,860-84.3% | $8,919-82.6% | $12,624-87.7% |