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 | $389,953 | $159,901+143.9% | $146,958+165.4% | $145,922+167.2% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 8.68% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,369 | $5,286-55.2% | $4,933-52.0% | $4,660-49.2% |
| Participant deferral / active EE | $8,541 | $8,428+1.3% | $8,070+5.8% | $6,688+27.7% |
| Admin fee / account holder | $7,888 | $15,044-47.6% | $12,998-39.3% | $13,397-41.1% |