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 | $386,483 | $177,572+117.6% | $154,803+149.7% | $142,382+171.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 7.45% | 65.07%-57.6pp | 58.88%-51.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $13,639 | $4,810+183.5% | $4,305+216.8% | $4,299+217.3% |
| Participant deferral / active EE | $3,295 | $6,272-47.5% | $5,540-40.5% | $6,507-49.4% |
| Admin fee / account holder | $11,812 | $16,786-29.6% | $14,329-17.6% | $12,624-6.4% |