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 | $351,493 | $177,572+97.9% | $154,803+127.1% | $142,382+146.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 8.20% | 65.07%-56.9pp | 58.88%-50.7pp | 217.08%-208.9pp |
| Employer contribution / active EE | $10,353 | $4,810+115.2% | $4,305+140.5% | $4,299+140.8% |
| Participant deferral / active EE | $10,800 | $6,272+72.2% | $5,540+94.9% | $6,507+66.0% |
| Admin fee / account holder | $2,297 | $16,786-86.3% | $14,329-84.0% | $12,624-81.8% |