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 | $480,290 | $111,754+329.8% | $103,333+364.8% | $145,922+229.1% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 6.92% | 24.77%-17.8pp | 24.88%-18.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,315 | $4,212-68.8% | $3,868-66.0% | $4,660-71.8% |
| Participant deferral / active EE | $71 | $5,619-98.7% | $5,057-98.6% | $6,688-98.9% |
| Admin fee / account holder | $12,455 | $9,750+27.7% | $8,355+49.1% | $13,397-7.0% |