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.
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 | $293,619 | $175,202+67.6% | $149,673+96.2% | $139,434+110.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.07% | 166.71%-159.6pp | 134.42%-127.3pp | 372.94%-365.9pp |
| Employer contribution / active EE | $13,324 | $5,474+143.4% | $4,818+176.6% | $4,751+180.5% |
| Participant deferral / active EE | $16,804 | $6,519+157.8% | $5,680+195.8% | $6,710+150.4% |
| Admin fee / account holder | $9,690 | $16,150-40.0% | $13,210-26.6% | $11,403-15.0% |