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 | $1,240,971 | $210,648+489.1% | $177,989+597.2% | $145,922+750.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 6.01% | 385.86%-379.9pp | 294.48%-288.5pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,363 | $4,565-48.2% | $3,949-40.2% | $4,660-49.3% |
| Participant deferral / active EE | $7,625 | $6,958+9.6% | $6,276+21.5% | $6,688+14.0% |
| Admin fee / account holder | $568 | $12,013-95.3% | $10,363-94.5% | $13,397-95.8% |