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 | $648,251 | $202,318+220.4% | $172,739+275.3% | $152,861+324.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.59% | 1029.65%-1018.1pp | 802.84%-791.3pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,050 | $5,856-65.0% | $5,143-60.1% | $4,762-57.0% |
| Participant deferral / active EE | $30 | $5,948-99.5% | $5,198-99.4% | $5,850-99.5% |
| Admin fee / account holder | $24,798 | $17,109+44.9% | $13,954+77.7% | $11,596+113.8% |