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 | $521,646 | $159,602+226.8% | $150,045+247.7% | $142,382+266.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 7.83% | 70.24%-62.4pp | 62.55%-54.7pp | 217.08%-209.2pp |
| Employer contribution / active EE | $17,007 | $4,961+242.8% | $4,693+262.4% | $4,299+295.6% |
| Participant deferral / active EE | $872 | $8,310-89.5% | $7,997-89.1% | $6,507-86.6% |
| Admin fee / account holder | $32,103 | $14,846+116.2% | $13,435+139.0% | $12,624+154.3% |