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 | $287,836 | $157,256+83.0% | $141,162+103.9% | $152,861+88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | -1.47% | 64.32%-65.8pp | 71.39%-72.9pp | 345.32%-346.8pp |
| Employer contribution / active EE | $9,899 | $5,261+88.2% | $4,735+109.1% | $4,762+107.9% |
| Participant deferral / active EE | $815 | $7,109-88.5% | $6,709-87.9% | $5,850-86.1% |
| Admin fee / account holder | $21,443 | $12,120+76.9% | $10,261+109.0% | $11,596+84.9% |