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 | $411,722 | $106,515+286.5% | $96,683+325.8% | $139,434+195.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | -0.29% | 38.43%-38.7pp | 35.69%-36.0pp | 372.94%-373.2pp |
| Employer contribution / active EE | $2,056 | $4,103-49.9% | $3,737-45.0% | $4,751-56.7% |
| Participant deferral / active EE | $79 | $5,454-98.6% | $4,878-98.4% | $6,710-98.8% |
| Admin fee / account holder | $1,229 | $7,877-84.4% | $6,730-81.7% | $11,403-89.2% |