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 | $813,901 | $209,832+287.9% | $189,513+329.5% | $167,490+385.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.91% | 748.27%-739.4pp | 555.15%-546.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $29,490 | $6,914+326.5% | $6,162+378.6% | $4,837+509.6% |
| Participant deferral / active EE | $312 | $8,935-96.5% | $8,221-96.2% | $6,341-95.1% |
| Admin fee / account holder | $1,157,515 | $14,293+7998.3% | $12,045+9510.0% | $12,309+9303.8% |