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 | $1,335,312 | $217,402+514.2% | $185,823+618.6% | $167,490+697.2% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 0.73% | 148.36%-147.6pp | 122.05%-121.3pp | 478.56%-477.8pp |
| Employer contribution / active EE | $4,589 | $5,873-21.9% | $5,167-11.2% | $4,837-5.1% |
| Participant deferral / active EE | $680 | $6,356-89.3% | $5,568-87.8% | $6,341-89.3% |
| Admin fee / account holder | $352 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |