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 | $290,272 | $159,602+81.9% | $150,045+93.5% | $142,382+103.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 9.45% | 70.24%-60.8pp | 62.55%-53.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $12,652 | $4,961+155.1% | $4,693+169.6% | $4,299+194.3% |
| Participant deferral / active EE | $15,667 | $8,310+88.5% | $7,997+95.9% | $6,507+140.8% |
| Admin fee / account holder | $469 | $14,846-96.8% | $13,435-96.5% | $12,624-96.3% |