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 | $280,324 | $209,336+33.9% | $197,124+42.2% | $137,256+104.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.61% | 48.09%-37.5pp | 44.34%-33.7pp | 220.34%-209.7pp |
| Employer contribution / active EE | $10,258 | $6,591+55.6% | $6,227+64.7% | $4,156+146.8% |
| Participant deferral / active EE | $17,010 | $9,614+76.9% | $9,135+86.2% | $6,407+165.5% |
| Admin fee / account holder | $883 | $17,308-94.9% | $16,298-94.6% | $12,270-92.8% |