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 | $295,982 | $150,187+97.1% | $120,354+145.9% | $145,922+102.8% |
| Participation rate | 95.8% | 78.8%+17.1pp | 71.9%+23.9pp | 80.3%+15.6pp |
| Annual return | 7.06% | 154.07%-147.0pp | 107.15%-100.1pp | 561.29%-554.2pp |
| Employer contribution / active EE | $19,223 | $4,348+342.1% | $3,463+455.2% | $4,660+312.6% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $4,056 | $12,207-66.8% | $9,423-57.0% | $13,397-69.7% |