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.
Employer 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 | $395,472 | $160,055+147.1% | $140,016+182.4% | $135,375+192.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.36% | 911.38%-921.7pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $734 | $6,420-88.6% | $5,606-86.9% | $4,779-84.6% |
| Participant deferral / active EE | $16,568 | $7,642+116.8% | $6,927+139.2% | $5,609+195.4% |
| Admin fee / account holder | $12,130 | $13,328-9.0% | $10,705+13.3% | $10,827+12.0% |