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 | $299,998 | $217,402+38.0% | $185,823+61.4% | $167,490+79.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.04% | 148.36%-145.3pp | 122.05%-119.0pp | 478.56%-475.5pp |
| Employer contribution / active EE | $1,348 | $5,873-77.1% | $5,167-73.9% | $4,837-72.1% |
| Participant deferral / active EE | $1,597 | $6,356-74.9% | $5,568-71.3% | $6,341-74.8% |
| Admin fee / account holder | $58,131 | $19,811+193.4% | $16,237+258.0% | $12,309+372.3% |