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 | $339,529 | $148,534+128.6% | $135,903+149.8% | $139,434+143.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.93% | 79.19%-70.3pp | 68.23%-59.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $5,705 | $5,243+8.8% | $4,856+17.5% | $4,751+20.1% |
| Participant deferral / active EE | $1,172 | $8,100-85.5% | $7,758-84.9% | $6,710-82.5% |
| Admin fee / account holder | $38,697 | $12,400+212.1% | $10,762+259.6% | $11,403+239.4% |