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 | $551,780 | $96,635+471.0% | $86,612+537.1% | $139,434+295.7% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 9.92% | 106.41%-96.5pp | 591.07%-581.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $3,735 | $3,263+14.5% | $3,022+23.6% | $4,751-21.4% |
| Participant deferral / active EE | $9,377 | $4,836+93.9% | $4,438+111.3% | $6,710+39.7% |
| Admin fee / account holder | $13,368 | $6,408+108.6% | $5,614+138.1% | $11,403+17.2% |