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 | $419,944 | $118,680+253.8% | $98,907+324.6% | $158,922+164.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | 4.55% | 372.35%-367.8pp | 196.43%-191.9pp | 302.83%-298.3pp |
| Employer contribution / active EE | $1,336 | $3,333-59.9% | $2,689-50.3% | $4,761-71.9% |
| Participant deferral / active EE | $1,242 | $5,088-75.6% | $4,244-70.7% | $5,982-79.2% |
| Admin fee / account holder | $23,291 | $10,131+129.9% | $6,642+250.7% | $11,246+107.1% |