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 | $319,229 | $202,318+57.8% | $172,739+84.8% | $152,861+108.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 3.89% | 1029.65%-1025.8pp | 802.84%-799.0pp | 345.32%-341.4pp |
| Employer contribution / active EE | $1,284 | $5,856-78.1% | $5,143-75.0% | $4,762-73.0% |
| Participant deferral / active EE | $1,083 | $5,948-81.8% | $5,198-79.2% | $5,850-81.5% |
| Admin fee / account holder | $16,237 | $17,109-5.1% | $13,954+16.4% | $11,596+40.0% |