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 | $421,675 | $138,044+205.5% | $125,339+236.4% | $134,475+213.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.99% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,504 | $5,243-71.3% | $4,814-68.8% | $4,740-68.3% |
| Participant deferral / active EE | $175 | $7,799-97.8% | $7,446-97.6% | $6,400-97.3% |
| Admin fee / account holder | $17,467 | $11,571+50.9% | $10,010+74.5% | $11,426+52.9% |